Plan Snapshot
- Plan Sponsor: Los Poblanos Lllp
- Sponsor EIN: 204703086
- Sponsor Address: 4803 RIO GRANDE BLVD NW, LOS RANCHOS, NM, 871075520
- Plan Type: 401(k)
- Total Participants: 302
- Total Assets: $3.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 302 | $3.3M | $323,602 | $518,962 |
| 2023 | 322 | $2.5M | $287,481 | $427,979 |
| 2022 | 293 | $1.7M | $237,440 | $369,912 |
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 | $7,399 | — | $7,399 | — | — |
| 2023 | $16,129 | — | $16,129 | — | — |
| 2022 | $5,032 | — | $5,032 | — | — |