Back to filter
Original filing (PDF)20260122134843NAL0008154256001
EL CASTILLO RETIREMENT
Form 5500-SF
FILING_RECEIVED
EL CASTILLO 403(B) RETIREMENT PLAN
401(k) retirement plan
Active participants
76
Accounts w/ balance
73
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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 EL CASTILLO RETIREMENT.
Plan sponsor
Name
EL CASTILLO RETIREMENT
EIN
85-0211735
Address
250 EAST ALAMEDA STREET · SANTA FE, NM · 87501
Phone
(505) 988-2877
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-22
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Health Care & Social Assistance plans
DORR-WOOD, LTD
DORR-WOOD, LTD PROFIT SHARING PLAN
$1.8M · 92 participants
LAKEVIEW METHODIST HEALTH CARE CENTER
LAKEVIEW RETIREMENT PLAN
$1.8M · 138 participants
NAUMAN OUTDOOR ADVERTISING, INC.
NAUMAN OUTDOOR ADVERTISING INC. 401(K) PROFIT SHARING PLAN
$1.8M · 9 participants
VICTORY HUMAN SERVICES, INC.
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VICTORY HUMAN SERVICES, INC.
$1.8M · 95 participants
BUFFALO LAKE HEALTHCARE CENTER, INC
BUFFALO LAKE HEALTHCARE CENTER, INC 401K PLAN 401(K) PLAN
$1.8M · 61 participants
DITMAS PARK CARE CENTER
DITMAS PARK CARE CENTER 401K PLAN
$1.8M · 38 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants