Plan Snapshot
- Plan Sponsor: Taos Pueblo
- Sponsor EIN: 850472150
- Sponsor Address: P O BOX 1846, TAOS, NM, 87571
- Plan Type: 401(k)
- Total Participants: 285
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 285 | $9.6M | $597,131 | $556,644 |
| 2023 | 287 | $8.2M | $514,672 | $451,575 |
| 2022 | 227 | $6.9M | $481,344 | $434,135 |
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 | $106,780 | — | $78,129 | — | — |
| 2023 | $98,056 | — | $65,838 | — | — |
| 2022 | $84,836 | — | $62,463 | — | $22,373 |