Plan Snapshot
- Plan Sponsor: New Mexico Legal Aid, INC.
- Sponsor EIN: 850116950
- Sponsor Address: PO BOX 25486, ALBUQUERQUE, NM, 871250486
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 119 | $8.3M | $376,598 | $450,068 |
| 2023 | 105 | $6.6M | $364,145 | $479,695 |
| 2022 | 102 | $5.0M | $382,707 | $429,893 |
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 |
|---|---|---|---|---|
| JKL ROSENBERGER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JKL ROSENBERGER, 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 | $1,327 | — | — | — | — |
| 2023 | $913 | — | — | — | — |
| 2022 | $704 | — | — | — | — |