# New Mexico Pipe Trades 401(k) Plan
Source: https://planprovider.pro/companies/new-mexico-pipe-trades-516029978-002

> New Mexico Pipe Trades's 401(k) plan: 2,260 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 Pipe Trades

- **Sponsor EIN:** 516029978

- **Sponsor Address:** 4901 CHAPPELL DR NE, ALBUQUERQUE, NM, 871076825

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

- **Plan Number:** 002

- **Total Participants:** 2,260

- **Total Assets:** $88.8M

## 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|2,260|$88.8M|$4.0M|$1.9M|

| 2023|2,288|$84.7M|$3.0M|$1.8M|

| 2022|1,272|$74.3M|$2.5M|$1.7M|

## 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|

| UBS FINANCIAL SERVICES|Recordkeeper|$266,475|—|$266,475|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$168,031|—|$168,031|

| WELLESLEY MGT|Other Service Provider|$73,836|—|$73,836|

| ATLANTA CAPITAL MGT|Other Service Provider|$56,940|—|$56,940|

| CHUBB INSURANCE|Other Service Provider|$24,043|—|$24,043|

| THE SEGAL COMPANY|Recordkeeper|$16,458|—|$16,458|

| KELLEY LAW GROUP|ERISA Attorney|$15,098|—|$15,098|

| BALDWIN MOFFITT BEHM LLP|Other Service Provider|$12,800|—|$12,800|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [KELLEY LAW GROUP](https://planprovider.pro/provider/kelley-law-group-pllc) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $633,681

- **Estimated Expense Ratio:** 0.713% 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|$639,504|$394,585|$168,031|$13,069|—|

| 2023|$608,101|$372,628|$168,106|$16,335|—|

| 2022|$516,293|$267,864|$168,285|—|$45,091|

## Similar Plans

- [Plumbers & Pipefitters Lu 286 Money Purchase Plan](https://planprovider.pro/companies/board-of-trustees-plumbers-pipefitters-lu-286-money-purchase-plan) — 3,663 participants

- [New Mexico Pipe Trades](https://planprovider.pro/companies/new-mexico-pipe-trades-856009171-501) — 1,284 participants

- [Tlc Plumbing & Utility, INC.](https://planprovider.pro/companies/tlc-plumbing-utility-inc-850410487-501) — 1,133 participants

- [Tlc Company, INC.](https://planprovider.pro/companies/tlc-company-inc-401k-plan) — 641 participants

- [Engineered Environments, LLC](https://planprovider.pro/companies/engineered-environments-llc-472465093-501) — 32 participants

- [First Choice Solutions, INC.](https://planprovider.pro/companies/first-choice-solutions-inc-plan) — 28 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/new-mexico-pipe-trades-516029978-002)

© 2026 PlanProvider.Pro