Fanning Bard Tatum Architects Aia, Ltd. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fanning Bard Tatum Architects Aia, Ltd.
  • Sponsor EIN: 850388883
  • Sponsor Address: ONE PARK SQUARE, ALBUQUERQUE, NM, 87110
  • Plan Type: 401(k)
  • Total Participants: 45
  • Total Assets: $12.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202445$12.8M$446,778$300,313
202342$11.7M$575,488$286,802
202234$9.7M$473,028$231,916

Similar Plans