Plan Snapshot
- Plan Sponsor: Pueblo Of Isleta
- Sponsor EIN: 850436027
- Sponsor Address: 11000 BROADWAY SE, ALBUQUERQUE, NM, 87105
- Plan Type: 401(k)
- Total Participants: 1,073
- Total Assets: $34.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,073 | $34.9M | $2.1M | $1.7M |
| 2023 | 938 | $30.4M | $2.1M | $1.5M |
| 2022 | 896 | $25.8M | $1.4M | $1.2M |
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 |
|---|---|---|---|---|
| SJT GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SJT GROUP 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 | $120,055 | $1,951 | $76,758 | — | — |
| 2023 | $120,851 | $839 | $71,336 | — | — |
| 2022 | $83,505 | $32,786 | — | — | — |