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Original filing (PDF)20250925160340NAL0012451746001

NEW MEXICO STATE UNIVERSITY FOUNDATION, INC.

Form 5500-SF
FILING_RECEIVED
NEW MEXICO STATE UNIVERSITY FOUNDATION 403(B) PLAN
403(b) retirement plan
Active participants
92
Accounts w/ balance
72
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW MEXICO STATE UNIVERSITY FOUNDATION, INC..
Plan sponsor
Name
NEW MEXICO STATE UNIVERSITY FOUNDATION, INC.
EIN
85-0170157
Address
P.O. BOX 3590 · LAS CRUCES, NM · 88003
Phone
(575) 646-1613
Industry
Educational 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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
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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