Original filing (PDF)20251205143838NAL0005902768001

GEORGIA O'KEEFFE MUSEUM

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

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan

Signals · 1

Late filing · 0.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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