Georgia O'KEEFFE Museum NON-Exempt Employees 403(b) Plan
403(b) retirement plan · Georgia O'KEEFFE Museum's Georgia O'KEEFFE Museum NON-Exempt Employees 403(b) Plan held $738K in plan assets for 109 participants in 2024.
Signals · 1
Late filing · 5.3 mo
Active participants
109
Accounts w/ balance
44
Plan assets (EOY)
$738K
Net assets (EOY)
$738K
Plan health score
Average plan with room to improve
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. Based on 70% of scoring inputs for this filing.
Compliance & integrity
71
Total plan cost
n/a
Plan health
41
Vendor & structure
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone.
Filed 5.3 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGIA O'KEEFFE MUSEUM.
