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Original filing (PDF)20251015153204NAL0002674387001

NMC, INC.

Form 5500
FILING_RECEIVED
NEW MEXICO CONSORTIUM 403B RETIREMENT PLAN
403(b) retirement plan
Active participants
60
Accounts w/ balance
217
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NMC, INC..
Plan sponsor
Name
NMC, INC.
DBA
NEW MEXICO CONSORTIUM
EIN
26-0370262
Address
4200 W. JEMEZ RD., #200 · LOS ALAMOS, NM · 87544
Phone
(505) 412-4200
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LOFTIS & LOVATO GROUP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
NEWPORT GROUP, INC.27-2037969SERVICE PROVIDER$13K
THE VANGUARD GROUP, INC.23-1945930SERVICE PROVIDER$0
NEWPORT TRUST COMPANYNEW YORK, NYSERVICE PROVIDER$0

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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