Plan Snapshot
- Plan Sponsor: San Juan Regional Medical Center
- Sponsor EIN: 850127924
- Sponsor Address: 801 WEST MAPLE STREET, FARMINGTON, NM, 874015630
- Plan Type: 403(b)
- Total Participants: 1,957
- Total Assets: $142.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 1,957 | $142.2M | $3.1M | $8.8M |
| 2023 | 1,883 | $131.1M | $2.9M | $8.0M |
| 2022 | 1,887 | $119.3M | $2.8M | $7.5M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $347,233 | — | $346,933 | — | — |
| 2023 | $285,236 | $3,943 | $281,293 | — | — |
| 2022 | $305,430 | — | $305,430 | — | — |