Phoenix Art Museum 401(k) match, vesting and fees
What Phoenix Art Museum's 401(k) 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 | Tri-Ad Actuaries, Inc. | Schedule C ↗ |
| Independent auditor | Kimberlin Company, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Phoenix Art Museum: employer contribution per participant | $1,049 | |
| Peer median | $1,540 |
| Phoenix Art Museum: average balance | $17,219 | |
| Peer median | $48,682 |
| Phoenix Art Museum: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.36% |
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 $2.1M at the end of plan year 2021 to $3.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 238 | $3.9M | $238K | $1,049 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 222 | $3.2M | $205K | $939 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 202 | $2.6M | $159K | $845 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 150 | $2.1M | $148K | $1,066 | 0.12% | Not published | Form 5500 ↗ |
Other Phoenix Art Museum plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Phoenix Art Museum Pension Plan
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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Phoenix Art Museum match 401(k) contributions?
The match terms for the Phoenix Art Museum 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $238K in employer contributions, about $1,049 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Phoenix Art Museum 401(k) match vested?
The vesting schedule for the Phoenix Art Museum 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Phoenix Art Museum 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Tri-Ad Actuaries, Inc.. The plan administrator is Phoenix Art Museum.
I left Phoenix Art Museum. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Phoenix Art Museum, (602) 257-2121) or the recordkeeper, Tri-Ad Actuaries, Inc.. The Phoenix Art Museum old 401(k) page lists the contacts from every plan filing. Find an old Phoenix Art Museum 401(k)
Data from the public Form 5500 annual reports Phoenix Art Museum 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 Phoenix Art Museum. Not financial advice. Report a correction · Methodology