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Original filing (PDF)20250731153410NAL0007345072001
THE METROPOLITAN MUSEUM OF ART
Form 5500
FILING_RECEIVED
THE METROPOLITAN MUSEUM OF ART 403(B) MATCHING PLAN FOR NON-UNION EMPLOYEES
403(b) retirement plan
Active participants
1,252
Accounts w/ balance
2,246
Plan assets (EOY)
$190.4M
Net assets (EOY)
$190.4M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
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
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $120K | — |
Investments
27 direct securities· $190.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares | — | — | $49K | $23.6M | 12.4% | |
| Vanguard Target Retirement 2030 | — | — | $515K | $19.5M | 10.3% | |
| Vanguard Target Retirement 2035 | — | — | $777K | $18.6M | 9.8% | |
| Vanguard Target Retirement 2025 | — | — | $928K | $17.3M | 9.1% | |
| Vanguard Target Retirement 2045 | — | — | $578K | $17.1M | 9.0% | |
| Vanguard Target Retirement 2040 | — | — | $314K | $13.6M | 7.1% | |
| Vanguard Target Retirement 2050 | — | — | $254K | $12.7M | 6.6% | |
| Vanguard Target Retirement 2020 | — | — | $369K | $9.8M | 5.1% | |
| Vanguard Windsor II Fund Admiral Shares | — | — | $115K | $9.0M | 4.7% | |
| Vanguard Target Retirement 2055 | — | — | $159K | $8.8M | 4.6% | |
| Vanguard Wellington Fund Admiral Shares | — | — | $109K | $8.1M | 4.2% | |
| Vanguard Extended Market Index Fund Institutional Shares | — | — | $40K | $5.7M | 3.0% | |
| Vanguard Target Retirement 2060 | — | — | $105K | $5.4M | 2.8% | |
| Guaranteed Investment Account * Voya Fixed Account | — | — | $3.6M | $3.6M | 1.9% | |
| Vanguard Target Retirement Inc | — | — | $197K | $2.6M | 1.4% | |
| Vanguard Federal Money Market Fund Investor Shares | — | — | $2.4M | $2.4M | 1.3% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | — | — | $247K | $2.3M | 1.2% | |
| Vanguard Developed Markets Index Fund Institutional Shares | — | — | $143K | $2.2M | 1.2% | |
| Vanguard Emerging Markets Stock Index Fund Institutional Shares | — | — | $55K | $1.5M | 0.8% | |
| Harbor Diversified International ALL Cap Retirement | — | — | $100K | $1.2M | 0.6% | |
| Vanguard Target Retirement 2065 | — | — | $34K | $1.1M | 0.6% | |
| Champlain Small Company | — | — | $47K | $1.1M | 0.6% | |
| Vanguard Intermediate-Term Government Bond Admiral | — | — | $52K | $1.0M | 0.5% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | $98K | $995K | 0.5% | |
| with maturities through 2044 | — | — | — | $579K | 0.3% | |
| Share Count Registered Investment Companies * Fidelity Strategic Real Return Fund | — | — | $45K | $377K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | $4K | $96K | <0.1% |