Plan Ledger DOL Form 5500 · updated monthly

Women's Specialists of New Mexico LTD.401(k)

WOMEN'S SPECIALISTS OF NEW MEXICO LTD. PROFIT SHARING 401(K) PLAN · ALBUQUERQUE, NM · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Women's Specialists of New Mexico LTD. reported $63,587 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $4,917 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 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 89th-largest of 290 plans among New Mexico employers on file, and the 3,723rd of 11,911 in health care & social assistance. In 2024, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,767,145
Participants with balances158
Active participants102
Employer contributions$501,521
Employee contributions$758,641
Employer contribution per active participant$4,917
Average account balance$125,109
Benefits paid to participants$1,411,053
Plan auditQualified audit opinion
AuditorLOFTIS & LOVATO GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 158 accts · $502K emplr
2023$17.4M · 139 accts · $260K emplr
2022$16.3M · 152 accts · $240K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,986
Investment management$44,601
Total administrative$63,587
The Women's Specialists of New Mexico LTD. 401(k) match · 2024
Employer contribution per active participant$4,917
Median for plans this size$2,416
2024$4,917 per active participant
2023$2,741 per active participant
2022$2,357 per active participant

Women's Specialists of New Mexico LTD.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
ASCENSUS LLC · Loan processing · Recordkeeping$18,986
RBC WEALTH MANAGEMENT · Investment advisory (plan)$44,601

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$63,587 · 0.34%
2023$59,700 · 0.35%
2022$67,764 · 0.36%
Similar plansHealth Care & Social Assistance · New Mexico
La Clinica de Familia, Inc. NM$26.4M · 0.04%
Artesia General Hospital NM$21.5M · 0.44%
El Centro Family Health NM$17.0M · 0.12%
Arca NM$16.5M · 0.67%
Youth Development, Inc. NM$16.4M · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 850232628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.