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Original filing (PDF)20251015145629NAL0010216386001
THE EXPLORATORIUM
Form 5500
FILING_RECEIVED
THE EXPLORATORIUM RETIREMENT PLAN
403(b) retirement plan
Active participants
436
Accounts w/ balance
514
Plan assets (EOY)
$48.6M
Net assets (EOY)
$48.6M
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 (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
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
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
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $79K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | SAN RAFAEL, CA | INVESTMENT ADVISOR | $84K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEERY & ASSOCIATES, INC | 94-3274051 | PESCADERO, CA | CONTRACT ADMINISTRATOR | $15K | — |
Investments
39 direct securities· $48.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Instl Prem Mutual Fund | — | — | — | $5.9M | 12.2% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $5.5M | 11.3% | |
| Fidelity Freedom Index 2045 Instl Prem Mutual Fund | — | — | — | $5.2M | 10.7% | |
| Fidelity Freedom Index 2035 Instl Prem Mutual Fund | — | — | — | $5.1M | 10.6% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual Fund | — | — | — | $4.6M | 9.5% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual Fund | — | — | — | $4.0M | 8.2% | |
| Fidelity Freedom Index 2025 Instl Prem Mutual Fund | — | — | — | $2.5M | 5.2% | |
| Fidelity Freedom Index 2055 Instl Prem Mutual Fund | — | — | — | $2.2M | 4.5% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $1.3M | 2.6% | |
| T. Rowe Price Blue Chip Growth I Mutual Fund | — | — | — | $1.0M | 2.1% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $1.0M | 2.1% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $977K | 2.0% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $957K | 2.0% | |
| Fidelity Freedom Index 2020 Instl Prem Mutual Fund | — | — | — | $903K | 1.9% | |
| Vanguard Information Technology Index Fund Mutual Fund | — | — | — | $841K | 1.7% | |
| Vanguard FTSE Social Index Admiral Mutual Fund | — | — | — | $625K | 1.3% | |
| Fidelity Freedom Index 2060 Instl Prem Mutual Fund | — | — | — | $606K | 1.2% | |
| Fidelity Advisor International Growth Z Mutual Fund | — | — | — | $582K | 1.2% | |
| GWI Fixed Account-Series Class VI Insurance Company Investment Contract | — | — | — | $558K | 1.1% | |
| MassMutual Small Cap Opportunity I Mutual Fund | — | — | — | $490K | 1.0% | |
| MFS Mid Cap Value Fund Mutual Fund | — | — | — | $467K | 1.0% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $376K | 0.8% | |
| JPMorgan Equity Income Mutual Fund | — | — | — | $324K | 0.7% | |
| JP Morgan US Equity Fund Mutual Fund | — | — | — | $294K | 0.6% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $285K | 0.6% | |
| TIAA-CREF Core Impact Bond Instl Mutual Fund | — | — | — | $255K | 0.5% | |
| Carillon Scout Mid Cap Fund Mutual Fund | — | — | — | $246K | 0.5% | |
| Fidelity Freedom Index 2065 Instl Prem Mutual Fund | — | — | — | $197K | 0.4% | |
| Vanguard Explorer Adm Mutual Fund | — | — | — | $180K | 0.4% | |
| JPMorgan Emerging Markets Equity Mutual Fund | — | — | — | $177K | 0.4% | |
| PIMCO Total Return Fund Mutual Fund | — | — | — | $170K | 0.4% | |
| Columbia Balanced Fund Mutual Fund | — | — | — | $150K | 0.3% | |
| Notes receivable from participants Interest rates ranging 3.25%-8.50% - | — | — | — | $141K | 0.3% | |
| Discovery SMID Cap Growth Mutual Fund | — | — | — | $120K | 0.2% | |
| Franklin Small Cap Value Fund Mutual Fund | — | — | — | $99K | 0.2% | |
| Vanguard High-Yield Corporate Mutual Fund | — | — | — | $83K | 0.2% | |
| T.Rowe Price Retirement Bal Fund I Mutual Fund | — | — | — | $74K | 0.2% | |
| MFS International New Discovery Fund Mutual Fund | — | — | — | $29K | <0.1% | |
| Fidelity Freedom Index Inc Instl Prem Mutual Fund | — | — | — | $2K | <0.1% |
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