Original filing (PDF)20251006140906NAL0006219760001

SANTA FE MOUNTAIN CENTER INC

Name: SANTA FE MOUNTAIN CENTER INC — Form 5500 (2024)
Creator: SANTA FE MOUNTAIN CENTER INC

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$839K

Net assets (EOY)

$839K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANTA FE MOUNTAIN CENTER INC.

Plan sponsor

Name

SANTA FE MOUNTAIN CENTER INC

DBA

THE MOUNTAIN CENTER

EIN

85-0272388

Address

PO BOX 449 · TESUQUE, NM · 875740449

Phone

—

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

2025-10-06

Pension benefit codes

2M · 403(b)(7) custodial accounts

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 providers

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