# Barona Band Of Mission Indians 401(k) Plan
Source: https://planprovider.pro/companies/barona-band-of-mission-indians-401k-plan

> Barona Band Of Mission Indians's 401(k) plan: 1,860 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Barona Band Of Mission Indians

- **Sponsor EIN:** 330687849

- **Sponsor Address:** 1932 WILDCAT CANYON RD, LAKESIDE, CA, 92040

- **Plan Type:** 401(k)

- **Total Participants:** 1,860

- **Total Assets:** $134.1M

## 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|1,860|$134.1M|$1.6M|$6.6M|

| 2023|1,864|$119.2M|$1.5M|$6.4M|

| 2022|1,777|$101.4M|$1.5M|$6.1M|

## 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|

| MORGAN STANLEY|INVESTMENT ADV, BROKER|$159,244|—|$159,244|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$49,184|—|$49,184|

| DUFFY KRUSPODIN LLP|AUDITOR|$22,627|—|$22,627|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADV, BROKER

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [DUFFY KRUSPODIN LLP](https://planprovider.pro/provider/duffy-kruspodin-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $231,055

- **Estimated Expense Ratio:** 0.172% 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|$231,055|$159,244|—|$22,627|—|

| 2023|$203,637|$132,534|—|$20,500|—|

| 2022|$260,730|$135,019|—|—|$20,500|

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