Plan Snapshot
- Plan Sponsor: New Mexico Oncology Hematology Consultants, Ltd
- Sponsor EIN: 850367056
- Sponsor Address: 4901 LANG AVENUE NE, ALBUQUERQUE, NM, 87109
- Plan Type: 401(k)
- Total Participants: 241
- 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 | 241 | $26.7M | $1.1M | $1.4M |
| 2023 | 229 | $27.2M | $1.5M | $1.2M |
| 2022 | 212 | $22.3M | $631,510 | $1.1M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $93,236 | — | $93,236 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $13,749 | — | $13,749 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $8,446 | — | $8,446 |
| REDW | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- REDW — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,431
- Estimated Expense Ratio: 0.432% of plan assets
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 | $115,431 | $101,682 | — | — | — |
| 2023 | $103,045 | $79,580 | — | — | — |
| 2022 | $100,248 | — | $100,248 | — | — |