Monterey Bay Aquarium Foundation 403(b) match, vesting and fees
What Monterey Bay Aquarium Foundation'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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Hood & Strong LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 152 defined-contribution plans in arts, entertainment, and recreation with 500 to 999 participants.
| Monterey Bay Aquarium Foundation: employer contribution per participant | $3,796 | |
| Peer median | $1,733 |
| Monterey Bay Aquarium Foundation: average balance | $114,847 | |
| Peer median | $56,463 |
| Monterey Bay Aquarium Foundation: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.26% |
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 $108M at the end of plan year 2021 to $105M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 975 | $105M | $3.5M | $3,796 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 941 | $100M | $2.6M | $2,940 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 917 | $90M | $2.2M | $2,496 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 843 | $108M | $1M | $1,272 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Monterey Bay Aquarium Foundation match 401(k) contributions?
The match terms for the The Monterey Bay Aquarium Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $3.5M in employer contributions, about $3,796 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Monterey Bay Aquarium Foundation 401(k) match vested?
The vesting schedule for the The Monterey Bay Aquarium Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Monterey Bay Aquarium Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is The Monterey Bay Aquarium Foundation.
I left Monterey Bay Aquarium Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Monterey Bay Aquarium Foundation, (831) 648-4800) or the recordkeeper, Fid Inv Inst Ops Co. The Monterey Bay Aquarium Foundation old 401(k) page lists the contacts from every plan filing. Find an old Monterey Bay Aquarium Foundation 401(k)
Data from the public Form 5500 annual reports Monterey Bay Aquarium Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Monterey Bay Aquarium Foundation. Not financial advice. Report a correction · Methodology