Original filing (PDF)20251015113055NAL0002219491001

CRYSTAL BRIDGES MUSEUM OF AMERICAN ART, INC.

Name: CRYSTAL BRIDGES MUSEUM OF AMERICAN ART, INC. — ART & WELLNESS ENTERPRISE 401(K) PLAN, Form 5500 (2024)
Creator: CRYSTAL BRIDGES MUSEUM OF AMERICAN ART, INC.

Form 5500

FILING_RECEIVED

ART & WELLNESS ENTERPRISE 401(K) PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

535

Accounts w/ balance

707

Plan assets (EOY)

$28.2M

Net assets (EOY)

$28.2M

How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 104K (2% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRYSTAL BRIDGES MUSEUM OF AMERICAN ART, INC..

Plan sponsor

Name

CRYSTAL BRIDGES MUSEUM OF AMERICAN ART, INC.

EIN

20-1359710

Address

600 MUSEUM WAY · BENTONVILLE, AR · 72712

Phone

(479) 397-1358

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$7K	—

Investments

27 direct securities · 1 pooled fund· $28.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$28.2M

26 holdings

Common Collective Trust

$188K

1 holding

Cash / Money Market

$11K

1 holding

					% of plan
Vanguard Target Retirement 2040 Fund	Other securities	—	—	$3.8M	13.3%
Vanguard Target Retirement 2035 Fund	Other securities	—	—	$3.6M	12.8%
Vanguard Target Retirement 2050 Fund	Other securities	—	—	$3.1M	10.9%
Vanguard Target Retirement 2045 Fund	Other securities	—	—	$3.0M	10.7%
Vanguard Target Retirement 2030 Fund	Other securities	—	—	$2.9M	10.4%
Vanguard Target Retirement 2055 Fund	Other securities	—	—	$2.3M	8.3%
Vanguard Target Retirement 2060 Fund	Other securities	—	—	$1.6M	5.8%
Fidelity 500 Index Fund	Other securities	—	—	$1.6M	5.7%
Vanguard U.S. Growth Fund	Other securities	—	—	$987K	3.5%
Vanguard Target Retirement 2025 Fund	Other securities	—	—	$827K	2.9%
Carillon Eagle Mid Cap Growth Fund	Other securities	—	—	$599K	2.1%
Vanguard Target Retirement 2065 Fund	Other securities	—	—	$590K	2.1%
Vanguard Target Retirement 2020 Fund	Other securities	—	—	$584K	2.1%
with various maturities -	Other securities	—	—	$451K	1.6%
Fidelity Total Bond Fund	Other securities	—	—	$409K	1.5%
Fidelity International Index Fund	Other securities	—	—	$341K	1.2%
Vanguard Target Retirement Income Fund	Other securities	—	—	$318K	1.1%
Great Gray Trust Company MetLife Stable Value Solutions Fund II	Other securities	—	—	$188K	0.7%
GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094	Common Collective Trust	—	—	$188K	0.7%
Vanguard Value Index Fund	Other securities	—	—	$185K	0.7%
Columbia Small Cap Index Fund	Other securities	—	—	$169K	0.6%
Fidelity Emerging Markets Index Fund	Other securities	—	—	$160K	0.6%
Vanguard Small Cap Value Index Fund	Other securities	—	—	$97K	0.3%
Vanguard Explorer Fund	Other securities	—	—	$89K	0.3%
Vanguard Mid Cap Index Fund	Other securities	—	—	$81K	0.3%
Cohen & Steers Institutional Realty Shares	Other securities	—	—	$68K	0.2%
Vanguard Mid Cap Value Index Fund	Other securities	—	—	$49K	0.2%
Fidelity Government Money Market Fund	Cash / Money Market	—	—	$11K	<0.1%