# Santa Fe Institute DC Plan
Source: https://planprovider.pro/companies/santa-fe-institute-plan

> Santa Fe Institute's DC plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Santa Fe Institute

- **Sponsor EIN:** 850325494

- **Sponsor Address:** 1399 HYDE PARK ROAD, SANTA FE, NM, 87501

- **Plan Type:** DC

- **Total Participants:** 11

- **Total Assets:** $5.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|11|$5.9M|$0|$0|

| 2023|11|$5.4M|$0|$0|

| 2022|13|$4.8M|$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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [217 Jacob, INC.](https://planprovider.pro/companies/217-jacob-inc-401k-plan) — 22 participants

- [Santa Fe Institute](https://planprovider.pro/companies/santa-fe-institute-403b-plan) — 77 participants

- [Bosque School](https://planprovider.pro/companies/bosque-school-403b-plan) — 85 participants

- [Sandia Preparatory School](https://planprovider.pro/companies/sandia-preparatory-school-403b-plan) — 93 participants

- [The University Of New Mexico Foundation 403(B).](https://planprovider.pro/companies/the-university-of-new-mexico-foundation-403-b-401k-plan) — 107 participants

- [Santa Fe Preparatory School](https://planprovider.pro/companies/santa-fe-preparatory-school-401k-plan) — 135 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/santa-fe-institute-plan)

© 2026 PlanProvider.Pro