# Cocopah Indian Tribe 401(k) Plan
Source: https://planprovider.pro/companies/cocopah-indian-tribe-401k-plan

> Cocopah Indian Tribe's 401(k) plan: 352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ASCENSUS LLC|NONE|$12,482|—|$12,482|

| MMA SECURITIES, LLC|NONE|$8,506|—|$8,506|

| UNITED OF OMAHA|INVESTMENT COMPANY|$7,625|—|$7,625|

| 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:** $28,613

- **Estimated Expense Ratio:** 0.450% 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|$28,613|$8,506|$20,107|—|—|

| 2023|$7,850|—|$7,850|—|—|

| 2022|$9,727|—|$9,727|—|—|

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