Plan Snapshot
- Plan Sponsor: Confederated Tribes Of Coos, Lower Umpqua And Siuslaw Indians
- Sponsor EIN: 930903782
- Sponsor Address: 5647 HIGHWAY 26, FLORENCE, OR, 97439
- Plan Type: 401(k)
- Total Participants: 451
- 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 | 451 | $9.3M | $840,348 | $712,958 |
| 2023 | 396 | $7.4M | $758,390 | $613,391 |
| 2022 | 387 | $5.5M | $519,886 | $540,493 |
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 |
|---|---|---|---|---|
| PENSION PLAN SPECIALISTS | TPA | $33,164 | — | $33,164 |
| LPL FINANCIAL LLC - RPCP | INVESTMENT ADVISOR | $13,503 | — | $13,503 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $9,965 | — | $9,965 |
| BLUEBIRD, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- BLUEBIRD, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,632
- Estimated Expense Ratio: 0.610% 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 | $83,533 | $14,585 | $52,203 | — | — |
| 2023 | $57,482 | $14,004 | $37,758 | — | — |
| 2022 | $45,961 | $13,997 | $30,764 | — | — |