Plan Ledger DOL Form 5500 · updated monthly

Pueblo of Santa Ana401(k)

PUEBLO OF SANTA ANA COMMERCIAL ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST · SANTA ANA PUEBLO, NM · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Pueblo of Santa Ana reported $109,767 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $957 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 0.32% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 54th-largest of 290 plans among New Mexico employers on file, and the 342nd of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.36 for every $1.00 employees contributed themselves; active participation has grown from 758 to 1,552 since 2022.

Plan summary
Net assets, end of year$27,257,265
Participants with balances1,135
Active participants1,552
Employer contributions$1,484,488
Employee contributions$1,088,782
Employer contribution per active participant$957
Average account balance$24,015
Benefits paid to participants$3,182,082
Plan auditUnmodified (clean) audit opinion
AuditorLOFTIS & LOVATO GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$27.3M · 1,135 accts · $1.5M emplr
2023$24.8M · 1,060 accts · $1.4M emplr
2022$20.7M · 978 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,018
Investment management$25,336
Trustee / custodial$7,916
Total administrative$109,767
The Pueblo of Santa Ana 401(k) match · 2024
Employer contribution per active participant$957
Median for plans this size$2,416
2024$957 per active participant
2023$1,904 per active participant
2022$1,709 per active participant

Pueblo of Santa Ana's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20242
BOKF, NA · Custodial (securities) · Trustee$105,783
ASCENSUS$9,551

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$109,767 · 0.42%
2023$89,390 · 0.39%
2022$71,848 · 0.32%
Similar plansArts, Entertainment & Recreation · New Mexico
Multnomah Athletic Club OR$27.6M · 0.29%
V Cruises US LLC FL$27.0M · 0.29%
River Oaks Country Club TX$27.0M · 0.28%
Mystic Seaport Museum, Inc. CT$26.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850217024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.