Plan Snapshot
- Plan Sponsor: Taos Health Systems, Incorporated
- Sponsor EIN: 850289839
- Sponsor Address: 1397 WEIMER ROAD, TAOS, NM, 87571
- Plan Type: DC
- Total Participants: 533
- Total Assets: $27.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 533 | $27.0M | $650,310 | $1.5M |
| 2023 | 491 | $24.1M | $567,174 | $1.4M |
| 2022 | 468 | $22.3M | $509,392 | $1.3M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $120,797 | — | $120,797 | — | — |
| 2023 | $112,906 | — | $112,906 | — | — |
| 2022 | $122,496 | — | $122,496 | — | — |