Plan Snapshot
- Plan Sponsor: Women'S Specialists Of New Mexico Ltd.
- Sponsor EIN: 850232628
- Sponsor Address: 1001 COAL SE, ALBUQUERQUE, NM, 87106
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $19.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 102 | $19.8M | $501,521 | $758,641 |
| 2023 | 95 | $17.4M | $260,409 | $714,152 |
| 2022 | 102 | $16.3M | $240,402 | $592,698 |
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 |
|---|---|---|---|---|
| LOFTIS & LOVATO GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOFTIS & LOVATO GROUP — 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 | $63,587 | $44,601 | $18,986 | — | — |
| 2023 | $59,700 | $39,652 | $20,048 | — | — |
| 2022 | $67,764 | $45,708 | $22,056 | — | — |