Santa Fe South Schools, Inc. 401(k) Plan: Login, Facts & Contact Information

Santa Fe South Schools, Inc. 401(k) Plan Facts

Plan name
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SANTA FE SOUTH SCHOOLS, INC.
Plan type
401(k) and profit sharing
Plan sponsor
SANTA FE SOUTH SCHOOLS, INC.
Participants
674 (473 active employees)
Former employees with a balance
120
Plan assets
$15,168,448 at Dec 31, 2024
Average account balance
$25,536 across 594 accounts
Employer contributions
$1,390,958 in plan year 2024 (73% of all contributions)
Recordkeeper
Mutual Of America Investment Corp
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 1, 2004
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.92 million went into the plan in contributions, $1.39 million of it from the employer (73%).
  • $1.47 million was paid out to participants.
  • Investment and other income added $1.89 million.
  • Administrative expenses were $10,914, about $18 per account.

How the Santa Fe South Schools, Inc. 401(k) changed, 2018–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018275$5.31 million$671,026$619,449
2019426$6.89 million$769,193$691,154
2020492$8.93 million$877,428$130,136
2022610$10.1 million$875,894$550,063
2023629$12.8 million$1.21 million$670,952
2024674$15.2 million$1.39 million$1.47 million

Santa Fe South Schools, Inc. 401(k) Contact Information

Phone
405-601-5440
Mailing address
7000 CROSSROADS BLVD SUITE 4000, OKLAHOMA CITY OK 73149
Plan sponsor
SANTA FE SOUTH SCHOOLS, INC.
Employer identification number (EIN)
30-0118733
Plan number
001

Questions about the Santa Fe South Schools, Inc. 401(k)

Does Santa Fe South Schools, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $1.39 million in employer contributions for plan year 2024.

Does the Santa Fe South Schools, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Santa Fe South Schools, Inc 401(k) plan?

674 participants at the start of plan year 2024, 473 of them active employees, and 120 former employees who still had money in the plan.

What is the average 401(k) balance at Santa Fe South Schools, Inc?

About $25,536 per account: $15.2 million in plan assets across 594 accounts with a balance at the end of plan year 2024.

Who manages the Santa Fe South Schools, Inc 401(k) accounts?

Mutual of America (listed on the filing as MUTUAL OF AMERICA INVESTMENT CORP) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Santa Fe South Schools, Inc. How do I access my 401(k)?

Your account stays with Mutual of America after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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