# Manzano Day School 403(b) Plan
Source: https://planprovider.pro/companies/manzano-day-school-403b-plan

> Manzano Day School's 403(b) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/loftis-and-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|—|—|—|

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