Taos Health Systems 403(b) match, vesting and fees
What Taos Health Systems' 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 | Valic Retirement Services Co. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Taos Health Systems: employer contribution per participant | $686 | |
| Peer median | $1,337 |
| Taos Health Systems: average balance | $28,483 | |
| Peer median | $35,764 |
| Taos Health Systems: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.32% |
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 $24.9M at the end of plan year 2021 to $27M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 976 | $27M | $650K | $686 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 928 | $24.1M | $567K | $627 | 0.49% | Not published | Form 5500 ↗ |
| 2022 | 867 | $22.3M | $509K | $594 | 0.52% | Not published | Form 5500 ↗ |
| 2021 | 854 | $24.9M | $530K | $644 | 0.64% | Not published | Form 5500 ↗ |
Common questions
Does Taos Health Systems match 401(k) contributions?
The match terms for the Holy Cross Hospital Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $650K in employer contributions, about $686 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Taos Health Systems 401(k) match vested?
The vesting schedule for the Holy Cross Hospital Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Taos Health Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Co.. The plan administrator is Taos Health Systems, Incorporated.
I left Taos Health Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Taos Health Systems, Incorporated, (575) 751-5755) or the recordkeeper, Valic Retirement Services Co.. The Taos Health Systems old 401(k) page lists the contacts from every plan filing. Find an old Taos Health Systems 401(k)
Data from the public Form 5500 annual reports Taos Health Systems 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 Taos Health Systems. Not financial advice. Report a correction · Methodology