Plan Snapshot
- Plan Sponsor: Presbyterian Healthcare Services
- Sponsor EIN: 850105601
- Sponsor Address: P.O. BOX 26666, ALBUQUERQUE, NM, 87125
- Plan Type: DB
- Total Participants: 653
- Total Assets: $260.7M
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 | 653 | $260.7M | $14.6M | $0 |
| 2023 | 713 | $247.8M | $15.8M | $0 |
| 2022 | 814 | $236.6M | $36.1M | $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 |
|---|---|---|---|---|
| REDW LLC | Auditor | $27,660 | — | $27,660 |
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: $27,660
- Estimated Expense Ratio: 0.011% 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 | $2,549,887 | $613,895 | $210,076 | $27,660 | — |
| 2023 | $2,822,908 | $794,658 | $192,048 | $27,457 | — |
| 2022 | $2,620,544 | $587,691 | — | — | $662,225 |