# Txnm Energy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/txnm-energy-inc-236679470-001

> Txnm Energy, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Txnm Energy, INC.

- **Sponsor EIN:** 236679470

- **Sponsor Address:** 414 SILVER AVENUE SW, ALBUQUERQUE, NM, 87102

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $468.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$468.3M|$0|$0|

| 2023|0|$480.8M|$0|$0|

| 2022|0|$490.1M|$0|$0|

## 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|

| MILLIMAN|Recordkeeper|$270,776|—|$270,776|

| HARRISON STREET ADVISORS|Other Service Provider|$159,042|—|$159,042|

| NISA INVESTMENT ADVISORS|Other Service Provider|$149,891|—|$149,891|

| WILLIS TOWERS WATSON|Recordkeeper|$136,522|—|$136,522|

| PACIFIC INVESTMENT MGT|Other Service Provider|$95,356|—|$95,356|

| METLIFE INV MGT|Other Service Provider|$93,976|—|$93,976|

| UBS GLOBAL ASSET MANAGEMENT|Investment Advisor|$77,845|—|$77,845|

| RV KUHNS|Other Service Provider|$47,826|—|$47,826|

| DODGE & COX|Other Service Provider|$31,338|—|$31,338|

| BANK OF NEW YORK MELLON|Other Service Provider|$21,153|—|$21,153|

| LEGAL & GENERAL INVESTMENT|Other Service Provider|$8,971|—|$8,971|

| THE NORTHERN TRUST COMPANY|Other Service Provider|$6,308|—|$6,308|

### Verified Provider Profiles

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

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [UBS GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/ubs-financial-services-inc) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,099,004

- **Estimated Expense Ratio:** 0.235% of plan assets

### 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|$1,103,998|$616,419|—|—|—|

| 2023|$1,360,095|$647,675|—|—|—|

| 2022|$1,200,482|$1,092,686|$92,091|—|—|

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