# Santa Fe Recovery Center 401(k) Plan
Source: https://planprovider.pro/companies/santa-fe-recovery-center-401k-plan

> Santa Fe Recovery Center's 401(k) plan: 174 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 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](https://planprovider.pro/provider/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|

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