How big is The Exploratorium's plan?

The Exploratorium's plan reported $48.6M in assets and 436 participants for 2024.

Original filing (PDF)20251015145629NAL0010216386001

The Exploratorium

Name: The Exploratorium — The Exploratorium Retirement, Form 5500 (2024)
Creator: The Exploratorium
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Exploratorium Retirement Plan

403(b) retirement plan · The Exploratorium's The Exploratorium Retirement Plan held $48.6M in plan assets for 436 participants in 2024, with Empower as recordkeeper.

Active participants

436

Accounts w/ balance

514

Plan assets (EOY)

$48.6M

Net assets (EOY)

$48.6M

People on this filing

Laura Zander signed The Exploratorium's 2024 Form 5500 as plan administrator.

Laura Zander — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Exploratorium's EIN is 94-1696494.

EIN 94-1696494

Plan number 002

Plan year 2024

ACK ID 20251015145629NAL0010216386001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Exploratorium from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Exploratorium's plan includes 403(b) custodial accounts, a 403(b) annuity, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE EXPLORATORIUM.

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

THE EXPLORATORIUM

EIN

all filings

Address

PIERS 15/17 · SAN FRANCISCO, CA · 94111

Phone

(415) 528-4345

Industry

Arts, Entertainment, Recreation

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

2025-10-15

Pension benefit codes

2M · 403(b)(7) custodial accounts

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

ARMANINO LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$79K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	SAN RAFAEL, CA	INVESTMENT ADVISOR	$84K	—

Investments

39 direct securities· $48.6M(100% of reported assets)

Mutual Funds

$34.0M

20 holdings

Common Collective Trusts

$10.8M

7 holdings

Other securities

$2.9M

9 holdings

Common Stocks

$558K

1 holding

U.S. Treasuries

$255K

1 holding

Bonds / Notes

$141K

1 holding

					% of plan
Fidelity Freedom Index 2030 Instl Prem Mutual Fund	Mutual Funds	—	—	$5.9M	12.2%
Vanguard 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$5.5M	11.3%
Fidelity Freedom Index 2045 Instl Prem Mutual Fund	Mutual Funds	—	—	$5.2M	10.7%
Fidelity Freedom Index 2035 Instl Prem Mutual Fund	Mutual Funds	—	—	$5.1M	10.6%
Fidelity Freedom Index 2050 Instl Prem Mutual Fund	Mutual Funds	—	—	$4.6M	9.5%
Fidelity Freedom Index 2040 Instl Prem Mutual Fund	Mutual Funds	—	—	$4.0M	8.2%
Fidelity Freedom Index 2025 Instl Prem Mutual Fund	Mutual Funds	—	—	$2.5M	5.2%
Fidelity Freedom Index 2055 Instl Prem Mutual Fund	Mutual Funds	—	—	$2.2M	4.5%
Vanguard Total Bond Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	2.6%
T. Rowe Price Blue Chip Growth I Mutual Fund	Other securities	—	—	$1.0M	2.1%
Vanguard Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.0M	2.1%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$977K	2.0%
Vanguard Total International Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$957K	2.0%
Fidelity Freedom Index 2020 Instl Prem Mutual Fund	Mutual Funds	—	—	$903K	1.9%
Vanguard Information Technology Index Fund Mutual Fund	Common Collective Trusts	—	—	$841K	1.7%
Vanguard FTSE Social Index Admiral Mutual Fund	Mutual Funds	—	—	$625K	1.3%
Fidelity Freedom Index 2060 Instl Prem Mutual Fund	Mutual Funds	—	—	$606K	1.2%
Fidelity Advisor International Growth Z Mutual Fund	Mutual Funds	—	—	$582K	1.2%
GWI Fixed Account-Series Class VI Insurance Company Investment Contract	Common Stocks	—	—	$558K	1.1%
MassMutual Small Cap Opportunity I Mutual Fund	Other securities	—	—	$490K	1.0%
MFS Mid Cap Value Fund Mutual Fund	Mutual Funds	—	—	$467K	1.0%
PIMCO Income Fund Mutual Fund	Mutual Funds	—	—	$376K	0.8%
JPMorgan Equity Income Mutual Fund	Other securities	—	—	$324K	0.7%
JP Morgan US Equity Fund Mutual Fund	Other securities	—	—	$294K	0.6%
Vanguard Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$285K	0.6%
TIAA-CREF Core Impact Bond Instl Mutual Fund	U.S. Treasuries	—	—	$255K	0.5%
Carillon Scout Mid Cap Fund Mutual Fund	Other securities	—	—	$246K	0.5%
Fidelity Freedom Index 2065 Instl Prem Mutual Fund	Mutual Funds	—	—	$197K	0.4%
Vanguard Explorer Adm Mutual Fund	Mutual Funds	—	—	$180K	0.4%
JPMorgan Emerging Markets Equity Mutual Fund	Other securities	—	—	$177K	0.4%
PIMCO Total Return Fund Mutual Fund	Mutual Funds	—	—	$170K	0.4%
Columbia Balanced Fund Mutual Fund	Other securities	—	—	$150K	0.3%
Notes receivable from participants Interest rates ranging 3.25%-8.50% -	Bonds / Notes	—	—	$141K	0.3%
Discovery SMID Cap Growth Mutual Fund	Other securities	—	—	$120K	0.2%
Franklin Small Cap Value Fund Mutual Fund	Mutual Funds	—	—	$99K	0.2%
Vanguard High-Yield Corporate Mutual Fund	Mutual Funds	—	—	$83K	0.2%
T.Rowe Price Retirement Bal Fund I Mutual Fund	Other securities	—	—	$74K	0.2%
MFS International New Discovery Fund Mutual Fund	Mutual Funds	—	—	$29K	<0.1%
Fidelity Freedom Index Inc Instl Prem Mutual Fund	Mutual Funds	—	—	$2K	<0.1%