# Colville Tribal Federal Corporation 401(k) Plan
Source: https://planprovider.pro/companies/colville-tribal-federal-corporation-401k-plan

> Colville Tribal Federal Corporation's 401(k) plan: 656 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Colville Tribal Federal Corporation

- **Sponsor EIN:** 911523072

- **Sponsor Address:** P.O. BOX 150, NESPELEM, WA, 99155

- **Plan Type:** 401(k)

- **Total Participants:** 656

- **Total Assets:** $17.5M

## 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|656|$17.5M|$1.2M|$923,928|

| 2023|633|$15.5M|$1.2M|$878,469|

| 2022|652|$12.3M|$957,391|$764,758|

## 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|

| INDEPENDENT FINANCIAL GROUP, LLC|ADVISOR|$13,800|—|$13,800|

| MATRIX TRUST COMPANY|CUSTODIAN|$12,095|—|$12,095|

| ALPINE SUMMIT CPAS|AUDITOR|$11,750|—|$11,750|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $37,645

- **Estimated Expense Ratio:** 0.215% 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|$37,926|$13,800|—|$11,750|—|

| 2023|$46,461|$13,726|$10,385|$22,350|—|

| 2022|$23,493|$13,022|—|—|$10,471|

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