# New Mexico Orthopaedic Associates, P.C. DB Plan
Source: https://planprovider.pro/companies/new-mexico-orthopaedic-associates-p-c-plan-001

> New Mexico Orthopaedic Associates, P.C.'s DB plan: 214 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 Orthopaedic Associates, P.C.

- **Sponsor EIN:** 850291612

- **Sponsor Address:** 2100 LOUISIANA BOULEVARD NE, ALBUQUERQUE, NM, 871105402

- **Plan Type:** DB

- **Total Participants:** 214

- **Total Assets:** $31.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|214|$31.6M|$2.9M|$0|

| 2023|191|$27.3M|$3.1M|$0|

| 2022|179|$22.7M|$2.6M|$0|

## 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|

| ASCENSUS|NONE|$59,369|—|$59,369|

| NFP|NONE|$18,750|—|$18,750|

| LOFTIS & LOVATO GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — NONE

- [LOFTIS & LOVATO GROUP](https://planprovider.pro/provider/loftis-and-lovato-group) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $78,119

- **Estimated Expense Ratio:** 0.247% 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|$78,227|$18,750|—|—|—|

| 2023|$54,270|$41,923|—|—|—|

| 2022|$37,290|—|—|—|$23,813|

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