Plan Snapshot
- Plan Sponsor: La Clinica De Familia, Incorpo
- Sponsor EIN: 850265533
- Sponsor Address: 385 CALLE DE ALEGRA STE A, LAS CRUCES, NM, 880053423
- Plan Type: 401(k)
- Total Participants: 539
- Total Assets: $26.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 539 | $26.4M | $982,632 | $1.6M |
| 2023 | 518 | $23.7M | $810,603 | $1.4M |
| 2022 | 758 | $19.6M | $766,403 | $1.3M |
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 |
|---|---|---|---|---|
| SBNG, PC | 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 |
|---|---|---|---|---|---|
| 2024 | $10,497 | — | — | — | — |
| 2023 | $9,206 | — | — | — | — |
| 2022 | $8,146 | — | — | — | — |