Plan Ledger DOL Form 5500 · updated monthly

Pueblo of Isleta401(k)

COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT · ALBUQUERQUE, NM · plan year 2024

Reported admin expense ratio · 2024
0.37%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Pueblo of Isleta reported $120,055 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,924 per active participant. 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.

Across the 2 years on file its reported administrative ratio rose from 0.29% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 44th-largest of 290 plans among New Mexico employers on file, and the 180th of 2,240 in accommodation & food services. In 2024, the employer put in $1.22 for every $1.00 employees contributed themselves; active participation has grown from 896 to 1,073 since 2022.

Plan summary
Net assets, end of year$34,944,526
Participants with balances1,815
Active participants1,073
Employer contributions$2,064,858
Employee contributions$1,686,961
Employer contribution per active participant$1,924
Average account balance$19,253
Benefits paid to participants$3,386,538
Plan auditUnmodified (clean) audit opinion
AuditorSJT GROUP LLC
Plan history3
Yearassets · accounts · employer contribution
2024$34.9M · 1,815 accts · $2.1M emplr
2023$30.4M · 1,511 accts · $2.1M emplr
2022$25.8M · 1,204 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,758
Investment management$1,951
Total administrative$120,055
The Pueblo of Isleta 401(k) match · 2024
Employer contribution per active participant$1,924
Median for plans this size$2,416
2024$1,924 per active participant
2023$2,213 per active participant
2022$1,542 per active participant

Pueblo of Isleta's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$59,327
REDW ADVISORS & CPAS · Investment advisory (plan)$44,329
SJT GROUP LLC$13,234
AHR LAW OFFICES$1,400
RLI$150

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$120,055 · 0.37%
2023$120,851 · 0.43%
2022$83,505 · 0.29%
Similar plansAccommodation & Food Services · New Mexico
Evans Hotels, LLC CA$35.2M · 0.59%
Circa Hospitality Group LLC NV$34.8M · 0.33%
Mad Anthonys, Inc. WA$33.7M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850436027 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.