# The University Of New Mexico Foundation 403(B). 401(k) Plan
Source: https://planprovider.pro/companies/the-university-of-new-mexico-foundation-403-b-401k-plan

> The University Of New Mexico Foundation 403(B).'s 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|

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