Plan Snapshot
- Plan Sponsor: Aztec Well Servicing Company
- Sponsor EIN: 746559303
- Sponsor Address: 300 LEGION ROAD, AZTEC, NM, 87410
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 132
- Total Assets: $141,069
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 132 | $141,069 | $838,599 | $820,061 |
| 2023 | 139 | $165,042 | $849,257 | $812,360 |
| 2022 | 152 | $33,127 | $807,997 | $705,520 |
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 |
|---|---|---|---|---|
| CHANDLER & COMPANY LLP | Auditor | $22,395 | — | $22,395 |
| TITUS & MURPHY LAW FIRM | ERISA Attorney | $15,660 | — | $15,660 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,055
- Estimated Expense Ratio: 26.976% of plan assets
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 | $98,845 | — | $55,789 | — | — |
| 2023 | $140,704 | — | $93,786 | — | — |
| 2022 | $314,857 | — | $148,988 | — | $59,195 |