Plan Snapshot
- Plan Sponsor: Haverland Carter Lifestyle Group
- Sponsor EIN: 272027950
- Sponsor Address: 10701 MONTGOMERY BLVD NE, SUITE F, ALBUQUERQUE, NM, 87111
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 488 | $6.0M | $347,573 | $547,152 |
| 2023 | 555 | $6.5M | $396,829 | $620,695 |
| 2022 | 464 | $7.0M | $374,778 | $584,771 |
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 |
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 |
|---|---|---|---|---|---|
| 2025 | $6,318,639 | — | $19,138 | — | — |
| 2024 | $1,900 | — | $1,900 | — | — |
| 2023 | $1,300 | — | $1,300 | — | — |
| 2022 | $1,200 | — | $1,200 | — | — |