Plan Snapshot
- Plan Sponsor: Pueblo Of Pojoaque
- Sponsor EIN: 850219423
- Sponsor Address: 2 PETROGLYPH CIRCLE, SANTA FE, NM, 87506
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 749
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 749 | $19.1M | $0 | $0 |
| 2024 | 701 | $16.4M | $712,096 | $1.0M |
| 2023 | 689 | $14.2M | $633,921 | $983,631 |
| 2022 | 673 | $12.1M | $554,203 | $860,461 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $52,435 | — | $52,435 |
| FIRST LIGHT RETIREMENT LLC | Investment Advisor | $32,696 | — | $32,696 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,131
- Estimated Expense Ratio: 0.445% 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 |
|---|---|---|---|---|---|
| 2025 | $1,874,227 | $32,696 | — | — | — |
| 2024 | $73,085 | $29,079 | — | — | — |
| 2023 | $65,534 | $26,549 | — | — | — |
| 2022 | $69,089 | $2,702 | — | — | — |