# New Mexico Mutual Casualty Company 401(k) Plan
Source: https://planprovider.pro/companies/new-mexico-mutual-casualty-company-401k-plan

> New Mexico Mutual Casualty Company's 401(k) plan: 146 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 Mutual Casualty Company

- **Sponsor EIN:** 850391712

- **Sponsor Address:** 5201 BALLOON FIESTA PARKWAY NE, ALBUQUERQUE, NM, 87113

- **Plan Type:** 401(k)

- **Total Participants:** 146

- **Total Assets:** $26.7M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|146|$26.7M|$630,741|$1.2M|

| 2023|150|$23.2M|$589,443|$1.2M|

| 2022|154|$20.1M|$571,203|$1.0M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$33,753|$15,544|—|—|—|

| 2023|$39,880|$18,782|—|—|—|

| 2022|$40,744|—|—|—|$40,744|

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