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MOXI, THE WOLF MUSEUM OF EXPLORATION+INNOVATION — MOXI, THE WOLF MUSEUM OF EXPLORATION + INNOVATION 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250723161257NAL0010996386001
MOXI, THE WOLF MUSEUM OF EXPLORATION+INNOVATION
Form 5500-SF
FILING_RECEIVED
MOXI, THE WOLF MUSEUM OF EXPLORATION + INNOVATION 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
33
Accounts w/ balance
37
Plan assets (EOY)
$661K
Net assets (EOY)
$661K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MOXI, THE WOLF MUSEUM OF EXPLORATION+INNOVATION
.
Find decision makers
Plan sponsor
Name
MOXI, THE WOLF MUSEUM OF EXPLORATION+INNOVATION
EIN
77-0252722
Address
ATTN HUMAN RESOURCES DEPT · 125 STATE ST · SANTA BARBARA, CA · 93101
Phone
(805) 770-5002
Industry
Arts, Entertainment, Recreation
see 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
2025-07-23
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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