Plan Snapshot
- Plan Sponsor: Santa Fe Recovery Center
- Sponsor EIN: 850216976
- Sponsor Address: 2504 CAMINO ESTRADA, SANTA FE, NM, 87507
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $1.6M
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 | 174 | $1.6M | $346,061 | $464,859 |
| 2023 | 168 | $899,696 | $139,021 | $235,246 |
| 2022 | 171 | $557,060 | $110,103 | $147,159 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $7,431 | — | $7,431 |
| OSAIC WEALTH, INC. | INVESTMENT AD VISOR | $5,658 | — | $5,658 |
| SJT GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SJT GROUP, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,089
- Estimated Expense Ratio: 0.821% 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 | $20,994 | — | — | — | — |
| 2023 | $13,129 | — | — | — | — |
| 2022 | $5,356 | — | — | — | $5,356 |