Plan Snapshot
- Plan Sponsor: Pueblo Of Sandia
- Sponsor EIN: 850223706
- Sponsor Address: CONNIE TRUJILLO, HR DEPT 30 RAINBOW, ALBUQUERQUE, NM, 87113
- Plan Type: 401(k)
- Total Participants: 1,239
- Total Assets: $51.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,239 | $51.9M | $1.7M | $3.5M |
| 2023 | 1,304 | $45.3M | $1.6M | $3.2M |
| 2022 | 1,220 | $37.9M | $1.4M | $2.8M |
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 | $20,987 | — | $20,987 |
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: $20,987
- Estimated Expense Ratio: 0.040% 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 | $206,603 | $120,407 | — | $20,987 | — |
| 2023 | $211,683 | $109,659 | — | $19,373 | — |
| 2022 | $193,133 | $102,609 | — | — | $90,524 |