New Mexico Orthopaedic Associates 401(k) match, vesting and fees
What New Mexico Orthopaedic Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Sentinel Benefits Group, LLC | Schedule C ↗ |
| Independent auditor | Loftis & Lovato Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,671 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| New Mexico Orthopaedic Associates: employer contribution per participant | $7,013 | |
| Peer median | $1,470 |
| New Mexico Orthopaedic Associates: average balance | $171,370 | |
| Peer median | $37,795 |
| New Mexico Orthopaedic Associates: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $47M at the end of plan year 2023 to $53M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 309 | $53M | $2.2M | $7,013 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 352 | $47M | $2M | $5,770 | 0.32% | Not published | Form 5500 ↗ |
Other New Mexico Orthopaedic Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Loftis & Lovato Group (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does New Mexico Orthopaedic Associates match 401(k) contributions?
The match terms for the New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.2M in employer contributions, about $7,013 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the New Mexico Orthopaedic Associates 401(k) match vested?
The vesting schedule for the New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the New Mexico Orthopaedic Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Sentinel Benefits Group, LLC. The plan administrator is New Mexico Orthopaedic Associates, P.C..
I left New Mexico Orthopaedic Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (New Mexico Orthopaedic Associates, P.C., (505) 724-4300) or the recordkeeper, Sentinel Benefits Group, LLC. The New Mexico Orthopaedic Associates old 401(k) page lists the contacts from every plan filing. Find an old New Mexico Orthopaedic Associates 401(k)
Data from the public Form 5500 annual reports New Mexico Orthopaedic Associates filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with New Mexico Orthopaedic Associates. Not financial advice. Report a correction · Methodology