Original filing (PDF)20250904213245NAL0016506161001

GEORGIA O'KEEFFE MUSEUM

Name: GEORGIA O'KEEFFE MUSEUM — GEORGIA O'KEEFFE MUSEUM NON-EXEMPT EMPLOYEES 403(B) PLAN, Form 5500 (2024)
Creator: GEORGIA O'KEEFFE MUSEUM

Form 5500-SF

FILING_RECEIVED

GEORGIA O'KEEFFE MUSEUM NON-EXEMPT EMPLOYEES 403(B) PLAN

403(b) retirement plan

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$721K

Net assets (EOY)

$721K

Plan health score

/ 100

Grade B

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGIA O'KEEFFE MUSEUM.

Plan sponsor

Name

GEORGIA O'KEEFFE MUSEUM

EIN

85-0437114

Address

217 JOHNSON ST · SANTA FE, NM · 87501

Phone

(505) 946-1013

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

2025-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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