Plan Snapshot
- Plan Sponsor: Presbyterian Medical Services
- Sponsor EIN: 850206810
- Sponsor Address: 1422 PASEO DE PERALTA, SANTA FE, NM, 87504
- Plan Type: 403(b)
- Total Participants: 861
- Total Assets: $38.0M
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 | 861 | $38.0M | $2.5M | $0 |
| 2023 | 897 | $34.6M | $2.6M | $0 |
| 2022 | 887 | $30.4M | $2.2M | $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 | — | — | $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 | $152,317 | $51,885 | $1,580 | — | — |
| 2023 | $148,813 | $48,511 | $3,995 | — | — |
| 2022 | $177,877 | $55,259 | $122,618 | — | — |