# New Mexico Orthopaedic Associates, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/new-mexico-orthopaedic-associates-p-c-plan-002

> New Mexico Orthopaedic Associates, P.C.'s 401(k) plan: 240 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 BLVD NE, SUITE 410, ALBUQUERQUE, NM, 87110

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

- **Total Participants:** 240

- **Total Assets:** $53.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|240|$53.0M|$2.2M|$1.6M|

| 2023|240|$47.0M|$2.0M|$1.5M|

| 2022|247|$40.5M|$1.8M|$1.3M|

## 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|

| SENTINEL BENEFITS GROUP, LLC|RECORDKEEPER|$16,950|—|$16,950|

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

### Verified Provider Profiles

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

- [SENTINEL BENEFITS GROUP, LLC](https://planprovider.pro/provider/sentinel-group) — RECORDKEEPER

- [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:** $16,950

- **Estimated Expense Ratio:** 0.032% 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|$20,707|—|—|—|—|

| 2023|$140,671|$82,536|—|—|—|

| 2022|$38,692|$11,700|—|—|$26,992|

## Similar Plans

- [El Centro Family Health](https://planprovider.pro/companies/el-centro-family-health-401k-plan) — 216 participants

- [New Mexico Orthopaedic Associates, P.C.](https://planprovider.pro/companies/new-mexico-orthopaedic-associates-p-c-plan-001) — 214 participants

- [American Society Of Radiologic Technologists](https://planprovider.pro/companies/american-society-of-radiologic-technologists-401k-plan) — 104 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/new-mexico-orthopaedic-associates-p-c-plan-002)

© 2026 PlanProvider.Pro