Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF SIGLER WESTERN MUSEUM

Name: SIGLER WESTERN MUSEUM - 403(B) THRIFT PLAN FOR EMPLOYEES OF SIGLER WESTERN MUSEUM (2025) Form 5500
Creator: SIGLER WESTERN MUSEUM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF SIGLER WESTERN MUSEUM, SIGLER WESTERN MUSEUM

SIGLER WESTERN MUSEUMEIN 86-0204201Plan #001PY 2025

21 N FRONTIER ST - WICKENBURG, AZ 853903431928-684-2272maricopabar.orgLinkedIn1-10 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$329K

+34.1% from 2024

Total participants

0.0% from 2024

Average account balance

$21,950

+16.2% from 2024

Annual return

15.73%

+2.15 pp from 2024

Benchmarks

See 6,834 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,834 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$329K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$22K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.73%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$640

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2J2T

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$10K

$1066 / participant

Other / not subdivided$10K100.0%

% of EOY assets

2.914%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,950

$154,754-85.8%

$124,206-82.3%

$138,895-84.2%

Participation rate

88.9%

75.5%+13.4pp

69.6%+19.3pp

79.9%+9.0pp

Annual return

15.73%

709.28%-693.6pp

515.27%-499.5pp

145.39%-129.7pp

Employer contribution / active EE

$469

$4,446-89.5%

$3,540-86.8%

$4,194-88.8%

Participant deferral / active EE

$5,597

$4,621+21.1%

$3,968+41.1%

$6,396-12.5%

Admin fee / account holder

$640

$6,690-90.4%

$5,929-89.2%

$12,562-94.9%

403(B) THRIFT PLAN FOR EMPLOYEES OF SIGLER WESTERN MUSEUM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF SIGLER WESTERN MUSEUM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion