Plan Snapshot
- Plan Sponsor: Eye Associates Of New Mexico
- Sponsor EIN: 850246856
- Sponsor Address: 8801 HORIZON BLVD. NE, STE 360, ALBUQUERQUE, NM, 87113
- Plan Type: 401(k)
- Total Participants: 696
- Total Assets: $62.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 696 | $62.0M | $912,571 | $3.3M |
| 2023 | 671 | $58.1M | $840,038 | $3.2M |
| 2022 | 606 | $49.2M | $761,846 | $2.7M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $129,649 | — | $129,649 | — | — |
| 2023 | $137,399 | — | $124,351 | $13,010 | — |
| 2022 | $130,434 | — | $118,541 | — | $11,893 |