Plan Snapshot
- Plan Sponsor: Nm State Conference Of The Masons' Pension Trust Fund
- Sponsor EIN: 856073938
- Sponsor Address: 6121 INDIAN SCHOOL RD NE STE 123, ALBUQUERQUE, NM, 871103102
- Plan Type: DC
- Total Participants: 190
- Total Assets: $12.5M
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 | 190 | $12.5M | $0 | $0 |
| 2023 | 86 | $12.2M | $0 | $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 |
|---|---|---|---|---|
| BALDWIN MOFFITT BEHM LLP | Auditor | $14,324 | — | $14,324 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,324
- Estimated Expense Ratio: 0.114% 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 | $262,543 | $59,613 | $43,413 | $14,324 | — |
| 2023 | $208,656 | $69,749 | $42,187 | — | $72,815 |