Original filing (PDF)20251028152455NAL0004715123001

NEW MEXICO PHILHARMONIC

Name: NEW MEXICO PHILHARMONIC — NEW MEXICO PHILHARMONIC 401(K) PLAN, Form 5500 (2024)
Creator: NEW MEXICO PHILHARMONIC

Form 5500-SF

FILING_RECEIVED

NEW MEXICO PHILHARMONIC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$312K

Net assets (EOY)

$310K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW MEXICO PHILHARMONIC.

Plan sponsor

Name

NEW MEXICO PHILHARMONIC

EIN

27-1148446

Address

P.O. BOX 21428 · ALBUQUERQUE, NM · 87154

Phone

(505) 323-4343

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2025-10-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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