Plan Snapshot
- Plan Sponsor: Manzano Day School
- Sponsor EIN: 850127993
- Sponsor Address: 1801 CENTRAL AVE. NW, ALBUQUERQUE, NM, 87104
- Plan Type: 403(b)
- Total Participants: 149
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149 | $12.7M | $277,000 | $281,027 |
| 2023 | 136 | $12.1M | $280,096 | $283,091 |
| 2022 | 130 | $10.9M | $275,795 | $266,838 |
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 |
|---|---|---|---|---|
| LOFTIS & LOVATO GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOFTIS & LOVATO GROUP — 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 | $37,793 | — | $37,793 | — | — |
| 2023 | $29,990 | — | $29,990 | — | — |
| 2022 | $27,436 | $27,436 | — | — | — |