Isabella Stewart Gardner Museum 403(b) match, vesting and fees
What Isabella Stewart Gardner Museum's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Eisneramper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 320 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Isabella Stewart Gardner Museum: employer contribution per participant | $1,817 | |
| Peer median | $1,598 |
| Isabella Stewart Gardner Museum: average balance | $59,297 | |
| Peer median | $50,224 |
| Isabella Stewart Gardner Museum: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.40% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8M at the end of plan year 2021 to $13M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 316 | $13M | $398K | $1,817 | 0.33% | Not published | Form 5500 ↗ |
| 2024 | 300 | $10.1M | $348K | $1,860 | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 288 | $8.8M | $167K | $1,019 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 277 | $7.1M | $138K | $911 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 241 | $8M | $139K | $884 | 0.40% | Not published | Form 5500 ↗ |
Common questions
Does Isabella Stewart Gardner Museum match 401(k) contributions?
The match terms for the Isabella Stewart Gardner Museum 403(b) Plan have not been published from its filing yet. The plan year 2025 filing reports $398K in employer contributions, about $1,817 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Isabella Stewart Gardner Museum 401(k) match vested?
The vesting schedule for the Isabella Stewart Gardner Museum 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Isabella Stewart Gardner Museum 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Capital Group Retirement Plan Servi. The plan administrator is The Isabella Stewart Gardner Museum.
I left Isabella Stewart Gardner Museum. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Isabella Stewart Gardner Museum, (617) 278-5302) or the recordkeeper, Capital Group Retirement Plan Servi. The Isabella Stewart Gardner Museum old 401(k) page lists the contacts from every plan filing. Find an old Isabella Stewart Gardner Museum 401(k)
Data from the public Form 5500 annual reports Isabella Stewart Gardner Museum filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Isabella Stewart Gardner Museum. Not financial advice. Report a correction · Methodology