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Sponsor portfolio

SITE SANTA FE

EIN 85-0413922-museums and institutions-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
30
1606 PASEO DE PERALTA - SANTA FE, NM 875013724sitesantafe.orgLinkedIn11-50 employeesmuseums and institutions
Plans on this EIN
2 filings
#002403b-$1.5M - 18 part#001OtherDC-$448K - 12 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • SITE SANTA FE (#002)77%
  • DEFINED CONTRIBUTION PLAN (#001)23%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SITE SANTA FE (#002)18
  • DEFINED CONTRIBUTION PLAN (#001)12
Total 30Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SITE SANTA FE

403b

Assets$1.5M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SITE SANTA FE DEFINED CONTRIBUTION PLAN

OtherDC

Assets$448K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SITE SANTA FE403b$1.5M182025
001SITE SANTA FE DEFINED CONTRIBUTION PLANOtherDC$448K122025
Retirement plans
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