Plan Snapshot
- Plan Sponsor: Colusa Indian Community Council
- Sponsor EIN: 680259444
- Sponsor Address: 3730 HIGHWAY 45, COLUSA, CA, 95932
- Plan Type: DC
- Total Participants: 184
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 184 | $12.7M | $509,645 | $879,963 |
| 2023 | 180 | $11.2M | $489,287 | $841,651 |
| 2022 | 163 | $9.4M | $471,262 | $830,655 |
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 |
|---|---|---|---|---|
| RYAN WEALTH MANAGEMENT | ADVISOR | $45,877 | — | $45,877 |
| BUCKINGHAM STRATEGIC PARTNERS, LLC | ADVISOR | $12,979 | — | $12,979 |
| NEWPORT GROUP, INC. | RECORDKEEPER | $6,721 | — | $6,721 |
| BLUEBIRD, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BUCKINGHAM STRATEGIC PARTNERS, LLC — ADVISOR
- BLUEBIRD, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,577
- Estimated Expense Ratio: 0.516% 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 | $65,577 | $58,856 | $3,871 | — | — |
| 2023 | $56,327 | $51,765 | $1,153 | — | — |
| 2022 | $63,117 | $53,282 | $9,835 | — | — |