Plan Snapshot
- Plan Sponsor: Presbyterian Healthcare Services
- Sponsor EIN: 850105601
- Sponsor Address: 9521 SAN MATEO NE, ALBUQUERQUE, NM, 87113
- Plan Type: 403(b)
- Total Participants: 12,160
- Total Assets: $967.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12,160 | $967.8M | $0 | $69.0M |
| 2023 | 11,856 | $865.1M | $0 | $63.3M |
| 2022 | 11,387 | $729.3M | $0 | $60.3M |
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 |
|---|---|---|---|---|
| REDW LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDW LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $142,745 | — | $1,500 | — | — |
| 2023 | $158,817 | — | $2,400 | — | — |
| 2022 | $157,506 | — | — | — | — |