Plan Snapshot
- Plan Sponsor: Colorado River Indian Tribes
- Sponsor EIN: 860092226
- Sponsor Address: 26600 MOHAVE ROAD, PARKER, AZ, 85344
- Plan Type: 401(k)
- Total Participants: 729
- Total Assets: $30.4M
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 | 729 | $30.4M | $1.8M | $444,346 |
| 2023 | 693 | $27.3M | $1.6M | $395,274 |
| 2022 | 684 | $23.6M | $1.6M | $377,840 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $66,009 | — | $66,009 |
| INTEROCEAN CAPITAL | INVESTMENT AD VISORY - PL | $59,012 | — | $59,012 |
| REDW LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- INTEROCEAN CAPITAL — INVESTMENT AD VISORY - PL
- REDW LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,021
- Estimated Expense Ratio: 0.412% 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 | $198,818 | $59,449 | $139,369 | — | — |
| 2023 | $174,471 | $51,626 | $122,845 | — | — |
| 2022 | $168,238 | $50,469 | $117,769 | — | — |