Plan Snapshot
- Plan Sponsor: The University Of New Mexico Foundation 403(B).
- Sponsor EIN: 850275408
- Sponsor Address: TWO WOODWARD CENTER, ALBUQUERQUE, NM, 87102
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $18.1M
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 | 107 | $18.1M | $951,304 | $952,881 |
| 2023 | 98 | $15.9M | $886,943 | $849,773 |
| 2022 | 91 | $15.6M | $796,846 | $758,243 |
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 |
|---|---|---|---|---|
| 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: $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 | $3,165 | — | — | — | — |
| 2023 | $4,096,110 | — | $3,183 | — | — |
| 2022 | $663,722 | — | $2,905 | — | — |