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Original filing (PDF)20251015145549NAL0006515424001
THE EXPLORATORIUM
Form 5500
FILING_RECEIVED
THE EXPLORATORIUM DEFINED CONTRIBUTION RETIREMENT
Defined-contribution retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
106
Accounts w/ balance
182
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TIAA Traditional Non Benefit - Responsive Insurance Company Investment Contract" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE EXPLORATORIUM.
Plan sponsor
Name
THE EXPLORATORIUM
EIN
94-1696494
Address
PIERS 15/17 · SAN FRANCISCO, CA · 94111
Phone
(415) 528-4345
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
2025-10-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
9 direct securities· $4.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit - Responsive Insurance Company Investment Contract | — | — | — | $1.8M | 41.8% | |
| CREF Stock Fund Variable Annuity Contract | — | — | — | $1.3M | 30.0% | |
| CREF Social Choice Fund Variable Annuity Contract | — | — | — | $446K | 10.6% | |
| CREF Growth Fund Variable Annuity Contract | — | — | — | $265K | 6.3% | |
| CREF Money Market Fund Variable Annuity Contract | — | — | — | $173K | 4.1% | |
| CREF Global Equities Fund Variable Annuity Contract | — | — | — | $172K | 4.1% | |
| CREF Equity Index Fund Variable Annuity Contract | — | — | — | $81K | 1.9% | |
| CREF Core Bond R1 Variable Annuity Contract | — | — | — | $49K | 1.2% | |
| CREF Inflation-Linked Bond Fund Variable Annuity Contract | — | — | — | $6K | 0.1% |