Plan Snapshot
- Plan Sponsor: Armand Hammer United World College Of The American West
- Sponsor EIN: 850297355
- Sponsor Address: PO BOX 248, MONTEZUMA, NM, 877310248
- Plan Type: 403(b)
- Total Participants: 174
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 174 | $10.2M | $309,373 | $532,174 |
| 2023 | 189 | $9.7M | $315,079 | $581,997 |
| 2022 | 150 | $9.8M | $301,507 | $460,384 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $77,370 | $23,334 | $50,380 | — | — |
| 2023 | $66,443 | — | $66,443 | — | — |
| 2022 | $64,566 | — | $64,566 | — | — |