Plan Snapshot
- Plan Sponsor: Midwest New Mexico Community Action Program
- Sponsor EIN: 850204500
- Sponsor Address: 549 DON PASQUAL RD NW, LOS LUNAS, NM, 870318491
- Plan Type: 403(b)
- Total Participants: 123
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 123 | $5.4M | $210,514 | $303,057 |
| 2023 | 132 | $4.9M | $230,064 | $270,291 |
| 2022 | 123 | $4.2M | $203,661 | $256,125 |
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 |
|---|---|---|---|---|
| SJT GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SJT GROUP LLC — 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 | $38,946 | — | $38,946 | — | — |
| 2023 | $33,708 | — | $33,708 | — | — |
| 2022 | $33,170 | — | $33,170 | — | — |