Original filing (PDF)20251007181655NAL0011936514001

THE HISTORIC SANTA FE FOUNDATION

Name: THE HISTORIC SANTA FE FOUNDATION — THE HISTORIC SANTA FE FOUNDATION RETIREMENT TRUST, Form 5500 (2024)
Creator: THE HISTORIC SANTA FE FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE HISTORIC SANTA FE FOUNDATION RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HISTORIC SANTA FE FOUNDATION.

Plan sponsor

Name

THE HISTORIC SANTA FE FOUNDATION

EIN

85-6011261all filings

Address

545 CANYON ROAD · 2 · SANTA FE, NM · 87505

Phone

(505) 919-9016

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