Salado Isolation Mining Contractors, LLC DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Salado Isolation Mining Contractors, LLC
  • Sponsor EIN: 824745477
  • Sponsor Address: P.O. BOX 2078, CARLSBAD, NM, 882215608
  • Plan Type: DB
  • Total Participants: 1,098
  • Total Assets: $233.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,098$233.1M$16.6M$2.0M
20231,041$223.8M$5.8M$1.9M

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
MERCERInvestment Advisor$670,549$670,549
WILLIS TOWERS WATSONRecordkeeper$231,323$231,323
MILLIMANRecordkeeper$149,354$149,354
ALSTON & BIRD LLPERISA Attorney$102,570$102,570
HERRONPALMEROther Service Provider$70,000$70,000
THE NORTHERN TRUST COMPANYCustodian / Trustee$50,000$50,000
EIDE BAILLY LLPAuditor$22,425$22,425

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $1,296,221
  • Estimated Expense Ratio: 0.556% 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$1,357,019$697,575
2023$2,036,902$624,003

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