Santa Fe Opera 403(b) match, vesting and fees
What Santa Fe Opera's 403(b) 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 13,902 defined-contribution plans in arts, entertainment, and recreation with fewer than 100 participants.
| Santa Fe Opera: employer contribution per participant | $1,873 | |
| Peer median | $1,389 |
| Santa Fe Opera: average balance | $99,559 | |
| Peer median | $40,514 |
| Santa Fe Opera: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.41% |
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 $8.3M at the end of plan year 2021 to $9.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 167 | $9.3M | $174K | $1,873 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 141 | $8.1M | $171K | $1,728 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 147 | $7M | $180K | $2,191 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 187 | $8.3M | — | — | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does Santa Fe Opera match 401(k) contributions?
The match terms for the The Santa Fe Opera'S Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $174K in employer contributions, about $1,873 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Santa Fe Opera 401(k) match vested?
The vesting schedule for the The Santa Fe Opera'S Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Santa Fe Opera 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is The Santa Fe Opera.
I left Santa Fe Opera. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Santa Fe Opera, (505) 986-5955) or the recordkeeper, Principal Life Insurance Company. The Santa Fe Opera old 401(k) page lists the contacts from every plan filing. Find an old Santa Fe Opera 401(k)
Data from the public Form 5500 annual reports Santa Fe Opera filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Santa Fe Opera. Not financial advice. Report a correction · Methodology