Plan Snapshot
- Plan Sponsor: Board Of Trustees Sm Workers Local 49 Defined Contribution Plan
- Sponsor EIN: 742846833
- Sponsor Address: 6121 INDIAN SCHOOL RD NE STE 123, ALBUQUERQUE, NM, 871103102
- Plan Type: DC
- Total Participants: 633
- Total Assets: $24.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 633 | $24.5M | $0 | $0 |
| 2024 | 826 | $22.5M | $0 | $0 |
| 2023 | 772 | $17.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| BALDWIN MOFFITT BEHM LLP | Auditor | $8,584 | — | $8,584 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,584
- Estimated Expense Ratio: 0.035% 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 |
|---|---|---|---|---|---|
| 2025 | $220,850 | $145,461 | $26,365 | $8,584 | — |
| 2024 | $187,971 | $103,505 | $24,924 | $8,106 | — |
| 2023 | $191,336 | $126,058 | $18,311 | — | $40,493 |