Plan Snapshot
- Plan Sponsor: Alabama Coushatta Tribe Of Texas
- Sponsor EIN: 741381437
- Sponsor Address: 571 STATE PARK ROAD 56, LIVINGSTON, TX, 773514540
- Plan Type: 401(k)
- Total Participants: 674
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 674 | $18.5M | $1.7M | $1.8M |
| 2023 | 641 | $15.3M | $1.1M | $1.7M |
| 2022 | 648 | $12.4M | $1.5M | $1.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $128,845 | — | $128,845 |
| CETERA INVESTMENT ADVISORS LLC | INVESTMENT ADVISORY | — | $15,484 | $15,484 |
| CETERA ADVISORS LLC | INVESTMENT ADVISORY | — | $13,559 | $13,559 |
| CRI - CARR, RIGGS & INGRAM | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,888
- Estimated Expense Ratio: 0.854% 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 | $128,846 | — | $128,846 | — | — |
| 2023 | $131,354 | — | $131,354 | — | — |
| 2022 | $117,600 | — | $117,600 | — | — |