Plan Ledger DOL Form 5500 · updated monthly

Taos Ski Valley, Inc.401(k)

THE TAOS SKI VALLEY, INC. AND BLANCA FORESTRY PRODUCTS 401(K) PLAN · TAOS SKI VALLEY, NM · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Taos Ski Valley, Inc. reported $43,400 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $250 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 3 years on file its reported administrative ratio has held roughly steady near 0.26%. 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 97th-largest of 290 plans among New Mexico employers on file, and the 459th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.11 for every $1.00 the employer contributed; active participation has grown from 379 to 1,866 since 2022.

Plan summary
Net assets, end of year$17,697,108
Participants with balances412
Active participants1,866
Employer contributions$465,768
Employee contributions$980,626
Employer contribution per active participant$250
Average account balance$42,954
Benefits paid to participants$1,083,503
Plan auditUnmodified (clean) audit opinion
AuditorPELTIER GUSTAFSON & MILLER, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 412 accts · $466K emplr
2023$15.7M · 388 accts · $449K emplr
2022$13.1M · 237 accts · $436K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,400
Total administrative$43,400
The Taos Ski Valley, Inc. 401(k) match · 2024
Employer contribution per active participant$250
Median for plans this size$2,416
2024$250 per active participant
2023$260 per active participant
2022$1,150 per active participant

Taos Ski Valley, Inc.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$43,400

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$43,400 · 0.26%
2023$35,471 · 0.25%
2022$33,666 · 0.27%
Same employer
Similar plansArts, Entertainment & Recreation · New Mexico
Pueblo of Santa Ana NM$27.3M · 0.42%
Meow Wolf, Inc. NM$16.6M · 1.23%
The Santa Fe Opera NM$9.3M · 0.33%
My Way Holdings, LLC NM$6.2M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850171918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.