# The Santa Fe Opera 403(b) Plan
Source: https://planprovider.pro/companies/the-santa-fe-opera-403b-plan

> The Santa Fe Opera's 403(b) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Santa Fe Opera

- **Sponsor EIN:** 850131810

- **Sponsor Address:** 301 OPERA DR, SANTA FE, NM, 875062823

- **Plan Type:** 403(b)

- **Total Participants:** 125

- **Total Assets:** $9.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|125|$9.3M|$174,173|$534,045|

| 2023|115|$8.1M|$171,082|$511,053|

| 2022|99|$7.0M|$179,654|$522,096|

## 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|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY](https://planprovider.pro/provider/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|$28,467|—|$27,147|—|—|

| 2023|$24,602|—|$23,255|—|—|

| 2022|$23,567|—|$23,567|—|—|

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