Original filing (PDF)20250731153503NAL0002694643001

THE METROPOLITAN MUSEUM OF ART

Name: THE METROPOLITAN MUSEUM OF ART — THE METROPOLITAN MUSEUM OF ART 403(B) PLAN FOR LOCAL 1503 OF DISTRICT COUNCIL 37, AFSCME, AFL-CIO AND LOCAL 306-I.A.T.S.E., Form 5500 (2024)
Creator: THE METROPOLITAN MUSEUM OF ART

Form 5500

FILING_RECEIVED

THE METROPOLITAN MUSEUM OF ART 403(B) PLAN FOR LOCAL 1503 OF DISTRICT COUNCIL 37, AFSCME, AFL-CIO AND LOCAL 306-I.A.T.S.E.

403(b) retirement plan

Active participants

527

Accounts w/ balance

467

Plan assets (EOY)

$37.7M

Net assets (EOY)

$37.7M

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE METROPOLITAN MUSEUM OF ART.

Plan sponsor

Name

THE METROPOLITAN MUSEUM OF ART

EIN

13-1624086

Address

1000 5TH AVENUE · NEW YORK, NY · 100280198

Phone

(212) 396-5007

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2M · 403(b)(7) custodial accounts

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

PKF O'CONNOR DAVIES, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INST INV OPS CO	04-2647786	—	RECORDKEEPER	$0	—

Investments

25 direct securities· $37.2M(99% of reported assets)

Other securities

$33.4M

22 holdings

Cash / Money Market

$2.0M

1 holding

Common Stock

$1.6M

1 holding

U.S. Treasuries

$101K

1 holding

					% of plan
Vanguard Target Retirement 2035	Other securities	—	$230K	$5.5M	14.6%
Vanguard Target Retirement 2025	Other securities	—	$261K	$4.9M	13.0%
Vanguard Institutional Index Fund Institutional Shares	Other securities	—	$8K	$4.0M	10.6%
Vanguard Target Retirement 2040	Other securities	—	$92K	$4.0M	10.5%
Vanguard Target Retirement 2030	Other securities	—	$99K	$3.7M	9.9%
Vanguard Target Retirement 2020	Other securities	—	$85K	$2.3M	6.0%
Vanguard Wellington Fund Admiral Shares	Other securities	—	$29K	$2.1M	5.6%
Vanguard Federal Money Market Fund Investor Shares	Cash / Money Market	—	$2.0M	$2.0M	5.4%
Vanguard Target Retirement 2045	Other securities	—	$55K	$1.6M	4.4%
Vanguard Target Retirement Inc	Common Stock	—	$125K	$1.6M	4.4%
Vanguard Target Retirement 2050	Other securities	—	$28K	$1.4M	3.7%
Vanguard Windsor II Fund Admiral Shares	Other securities	—	$18K	$1.4M	3.7%
Vanguard Extended Market Index Fund Institutional Shares	Other securities	—	$5K	$671K	1.8%
Vanguard Target Retirement 2055	Other securities	—	$11K	$617K	1.6%
Vanguard Total Bond Market Index Fund Institutional Shares	Other securities	—	$32K	$305K	0.8%
Champlain Small Company	Other securities	—	$8K	$186K	0.5%
Share Count * Fidelity Strategic Real Return Fund	Other securities	—	$21K	$174K	0.5%
Vanguard Emerging Markets Stock Index Fund Institutional Shares	Other securities	—	$6K	$159K	0.4%
Vanguard Target Retirement 2060	Other securities	—	$2K	$102K	0.3%
Vanguard Intermediate-Term Government Bond Admiral	U.S. Treasuries	—	$5K	$101K	0.3%
Harbor Diversified International All Cap Retirement	Other securities	—	$8K	$99K	0.3%
Vanguard Developed Markets Index Fund Institutional Shares	Other securities	—	$6K	$91K	0.2%
Vanguard Short-Term Bond Index Fund Admiral Shares	Other securities	—	$7K	$69K	0.2%
Vanguard Target Retirement 2065 70	Other securities	—	—	$2K	<0.1%
Vanguard Target Retirement 2070 41	Other securities	—	—	$1K	<0.1%