Plan Snapshot
- Plan Sponsor: Bosque School
- Sponsor EIN: 850420092
- Sponsor Address: 4000 BOSQUE SCHOOL RD. NW, ALBUQUERQUE, NM, 87120
- Plan Type: 403(b)
- Total Participants: 85
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 85 | $11.8M | $275,196 | $277,989 |
| 2023 | 103 | $10.4M | $229,403 | $295,028 |
| 2022 | 97 | $8.7M | $219,009 | $280,668 |
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 |
|---|---|---|---|---|
| LOFTIS & LOVATOS GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOFTIS & LOVATOS GROUP — 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 | $55,105 | $10,000 | — | — | — |
| 2023 | $36,610 | $7,687 | — | — | — |
| 2022 | $32,610 | $32,610 | — | — | — |