# New Mexico Oncology Hematology Consultants, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/new-mexico-oncology-hematology-consultants-ltd-401k-plan

> New Mexico Oncology Hematology Consultants, Ltd's 401(k) plan: 241 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 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [REDW](https://planprovider.pro/provider/redw-llc) — 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|—|—|

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