# Nm State Conference Of The Masons' Pension Trust Fund DC Plan
Source: https://planprovider.pro/companies/nm-state-conference-of-the-masons-pension-trust-fund-plan

> Nm State Conference Of The Masons' Pension Trust Fund's DC plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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