Plan Snapshot
- Plan Sponsor: Pueblo Of Laguna
- Sponsor EIN: 850138325
- Sponsor Address: P.O. BOX 194, LAGUNA, NM, 87026
- Plan Type: 401(k)
- Total Participants: 810
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 810 | $25.5M | $1.1M | $1.3M |
| 2023 | 771 | $23.1M | $1.0M | $1.2M |
| 2022 | 811 | $19.6M | $836,011 | $1.0M |
| 2021 | 811 | $23.2M | $0 | $0 |
| 2020 | 1,003 | $21.5M | $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 |
|---|---|---|---|---|
| LOFTIS & LOVATO GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOFTIS & LOVATO GROUP — 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 | $132,618 | — | — | — | — |
| 2023 | $111,726 | $2,552 | — | — | — |
| 2022 | $117,764 | — | — | — | $117,764 |
| 2021 | $20,443 | — | — | — | — |
| 2020 | $22,343 | — | — | $10,259 | — |