University of New Mexico Foundation 403(b) 401(k) match, vesting and fees
What University of New Mexico Foundation 403(b)'s 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Sjt Group LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| University of New Mexico Foundation 403(b): employer contribution per participant | $7,099 | |
| Peer median | $1,684 |
| University of New Mexico Foundation 403(b): average balance | $135,297 | |
| Peer median | $62,952 |
| University of New Mexico Foundation 403(b): admin expenses ÷ assets | 0.02% | |
| Peer median | 0.17% |
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 $17.7M at the end of plan year 2021 to $18.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 136 | $18.1M | $951K | $7,099 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 129 | $15.9M | $887K | $6,876 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 120 | $15.6M | $797K | $6,696 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 108 | $17.7M | $711K | $6,581 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does University of New Mexico Foundation 403(b) match 401(k) contributions?
The match terms for the The University of New Mexico Foundation 403(b) have not been published from its filing yet. The plan year 2024 filing reports $951K in employer contributions, about $7,099 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University of New Mexico Foundation 403(b) 401(k) match vested?
The vesting schedule for the The University of New Mexico Foundation 403(b) is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of New Mexico Foundation 403(b) 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The University of New Mexico Foundation 403(B)..
I left University of New Mexico Foundation 403(b). How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The University of New Mexico Foundation 403(B)., (505) 313-7647) or the recordkeeper, Fidelity Investments Institutional. The University of New Mexico Foundation 403(b) old 401(k) page lists the contacts from every plan filing. Find an old University of New Mexico Foundation 403(b) 401(k)
Data from the public Form 5500 annual reports University of New Mexico Foundation 403(b) 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 University of New Mexico Foundation 403(b). Not financial advice. Report a correction · Methodology