Plan Snapshot
- Plan Sponsor: Cocopah Indian Tribe
- Sponsor EIN: 860255690
- Sponsor Address: 14515 S.VETERAN'S DRIVE, SOMERTON, AZ, 85350
- Plan Type: 401(k)
- Total Participants: 352
- Total Assets: $6.4M
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 | 352 | $6.4M | $167,538 | $472,822 |
| 2023 | 448 | $5.9M | $154,181 | $426,890 |
| 2022 | 413 | $5.0M | $131,449 | $437,561 |
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 |
|---|---|---|---|---|
| SNYDER & BUTLER, CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $28,613 | $8,506 | $20,107 | — | — |
| 2023 | $7,850 | — | $7,850 | — | — |
| 2022 | $9,727 | — | $9,727 | — | — |