Plan Ledger DOL Form 5500 · updated monthly

Taos Pueblo401(k)

TAOS PUEBLO 401(K) PROFIT SHARING PLAN · TAOS, NM · plan year 2024

Reported admin expense ratio · 2024
1.21%

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

Taos Pueblo reported $106,780 in plan administrative expenses for 2024: 1.21% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,095 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 1.14% to 1.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other public administration employers. By assets it is the 143rd-largest of 290 plans among New Mexico employers on file, and 52nd of 90 in public administration. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves; active participation has grown from 227 to 285 since 2022.

Plan summary
Net assets, end of year$9,522,420
Participants with balances230
Active participants285
Employer contributions$597,131
Employee contributions$556,644
Employer contribution per active participant$2,095
Average account balance$41,402
Benefits paid to participants$631,808
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 230 accts · $597K emplr
2023$8.2M · 194 accts · $515K emplr
2022$6.9M · 197 accts · $481K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$106,780
Total administrative$106,780
The Taos Pueblo 401(k) match · 2024
Employer contribution per active participant$2,095
Median for plans this size$1,313
2024$2,095 per active participant
2023$1,793 per active participant
2022$2,120 per active participant

Taos Pueblo's 2024 employer contribution ran above the $1,313 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 · 20241
JOHN HANCOCK LIFE INSURANCE CO. USA · Recordkeeping · Investment management$2,590

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$106,780 · 1.21%
2023$98,056 · 1.30%
2022$84,836 · 1.14%
Similar plansPublic Administration · New Mexico
Pueblo of Sandia NM$51.9M · 0.42%
Pueblo of Laguna NM$25.5M · 0.55%
Pueblo of Pojoaque NM$16.4M · 0.48%
Quinault Corporate WA$10.6M · 0.90%
Tqi Solutions, Inc. VA$10.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850472150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.