Plan Snapshot
- Plan Sponsor: Agua Caliente Band Of Cahuilla Indians
- Sponsor EIN: 952549724
- Sponsor Address: 5401 DINAH SHORE DRIVE, PALM SPRINGS, CA, 92264
- Plan Type: 401(k)
- Total Participants: 3,078
- Total Assets: $98.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,078 | $98.8M | $2.5M | $8.6M |
| 2023 | 2,954 | $83.6M | $2.2M | $7.9M |
| 2022 | 3,331 | $68.5M | $2.0M | $7.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARLSEN & FERRIS, APC | Auditor | $21,500 | — | $21,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,500
- Estimated Expense Ratio: 0.022% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $102,528 | — | — | $21,500 | — |
| 2023 | $90,724 | — | — | — | — |
| 2022 | $37,235 | — | — | — | — |