# Confederated Tribes Of Coos, Lower Umpqua And Siuslaw Indians 401(k) Plan
Source: https://planprovider.pro/companies/confederated-tribes-of-coos-lower-umpqua-and-siuslaw-indians-401k-plan

> Confederated Tribes Of Coos, Lower Umpqua And Siuslaw Indians's 401(k) plan: 451 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [BLUEBIRD, CPAS](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Confederated Tribes Of The Grand Ronde Community Of Oregon](https://planprovider.pro/companies/confederated-tribes-of-the-grand-ronde-community-of-oregon-401k-plan) — 2,190 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/confederated-tribes-of-coos-lower-umpqua-and-siuslaw-indians-401k-plan)

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