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Original filing (PDF)20251009135850NAL0006681185001
WITTE MUSEUM
Form 5500
FILING_RECEIVED
THE WITTE MUSEUM SAFE HARBOR 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~111 bps in Sched C fees
Active participants
81
Accounts w/ balance
159
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 111 bps in Schedule C fees — 113% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WITTE MUSEUM.
Plan sponsor
Name
WITTE MUSEUM
EIN
74-1400537
Address
3801 BROADWAY · SAN ANTONIO, TX · 78209
Phone
(210) 357-1854
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
2025-10-09
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)
Audit & trust (Schedule H)
Auditor
SOL SCHWARTZ & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $11K | — |
Investments
18 direct securities · 1 pooled fund· $2.1M(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.
Uncategorized
$2.1M
18 holdings
Common Collective Trust
$65
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Trgt Date Retire R2E Mutual Fund | — | — | — | $414K | 19.6% | |
| American Funds 2025 Trgt Date Retire R2E Mutual Fund | — | — | — | $408K | 19.3% | |
| American Funds 2035 Trgt Date Retire R2E Mutual Fund | — | — | — | $276K | 13.1% | |
| American Funds 2045 Trgt Date Retire R2E Mutual Fund | — | — | — | $257K | 12.2% | |
| American Funds 2050 Trgt Date Retire R2E Mutual Fund | — | — | — | $217K | 10.3% | |
| American Funds 2055 Trgt Date Retire R2E Mutual Fund | — | — | — | $156K | 7.4% | |
| American Funds 2020 Trgt Date Retire R2E Mutual Fund | — | — | — | $143K | 6.8% | |
| American Funds 2030 Trgt Date Retire R2E Mutual Fund | — | — | — | $65K | 3.1% | |
| American Funds 2015 Trgt Date Retire R2E Mutual Fund | — | — | — | $51K | 2.4% | |
| American Funds 20 IO Trgt Date Retire R2E Mutual Fund | — | — | — | $46K | 2.2% | |
| American Funds 2060 Trgt Date Retire R2E Mutual Fund | — | — | — | $37K | 1.8% | |
| Goldman Sachs LG Cap Gr Insights R Mutual Fund | — | — | — | $11K | 0.5% | |
| Blackrock Mid Cap Growth Inv R Mutual Fund | — | — | — | $8K | 0.4% | |
| American Funds Growth Fund ofAmerica R2E Mutual Fund | — | — | — | $5K | 0.2% | |
| American Funds lnvmt Co ofAmerica R2E Mutual Fund 56 * American Funds New World R2E Mutual Fund 33 * American funds Small Cap R Mutual Fund 184 * Blackrock Advantage Smid Cap R Mutual Fund | — | — | — | $3K | 0.1% | |
| Invesco Discovery Mid Cap Growth Fund R Mutual Fund | — | — | — | $3K | 0.1% | |
| American Funds American Hi-Income Trust Class R-2E Mutual Fund 655 * American Funds Europacific Growth R2E Mutual Fund | — | — | — | $2K | <0.1% | |
| Amerlcan Funds Fundamental Invs R2E Mutual Fund | — | — | — | $1K | <0.1% | |
| RELIANCE METLIFE GAC SERIES 25053 C RELIANCE TRUST CT OR SVF · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $65 | <0.1% |
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