# New Mexico Legal Aid, INC. 401(k) Plan
Source: https://planprovider.pro/companies/new-mexico-legal-aid-inc-401k-plan

> New Mexico Legal Aid, INC.&#39;s 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

## Similar Plans

- [Carc, INC.](https://planprovider.pro/companies/carc-inc-401k-plan-001-7103) — 163 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/new-mexico-legal-aid-inc-401k-plan)

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