Plan Ledger DOL Form 5500 · updated monthly

Help - New Mexico, Inc.403(b)

HELP - NEW MEXICO, INC. 403(B) RETIREMENT PLAN · ALBUQUERQUE, NM · plan year 2022

Reported admin expense ratio · 2022
0.09%

Help - New Mexico, Inc. reported $1,677 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Mexico (251st of 290), and 10,472nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,495,150
Participants with balances136
Active participants24
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$10,994
Benefits paid to participants$343,567
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,677
Total administrative$1,677
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,677 · 0.09%
Similar plansHealth Care & Social Assistance · New Mexico
Basin Home Health, Inc. NM$2.1M · 0.67%
All Faiths NM$1.9M · 0.96%
Santa Fe Recovery Center NM$1.6M · 1.68%
Inteli-Care, LLC NM$997K · 1.27%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 850194018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.