Plan Snapshot
- Plan Sponsor: Colusa Bingo & Casino
- Sponsor EIN: 942429432
- Sponsor Address: 3770 HIGHWAY 45, COLUSA, CA, 959324021
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $9.3M
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 | 204 | $9.3M | $237,896 | $720,848 |
| 2023 | 200 | $8.6M | $250,991 | $731,107 |
| 2022 | 213 | $7.6M | $277,478 | $811,364 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $53,039 | — | $53,039 |
| BLUEBIRD, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- BLUEBIRD, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,039
- Estimated Expense Ratio: 0.571% 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 | $53,039 | — | $53,039 | — | — |
| 2023 | $46,819 | — | $46,819 | — | — |
| 2022 | $41,645 | — | $41,645 | — | — |