Plan Snapshot
- Plan Sponsor: Confederated Tribes Of Grand Ronde Employee Welfare Benefits Trust
- Sponsor EIN: 200805405
- Sponsor Address: 9615 GRAND RONDE ROAD, GRAND RONDE, OR, 973479712
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 1,492
- Total Assets: $29.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,492 | $29.0M | $21.6M | $1.5M |
| 2023 | 1,409 | $18.1M | $19.3M | $1.5M |
| 2022 | 1,393 | $18.5M | $16.7M | $1.4M |
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 |
|---|---|---|---|---|
| SHASTA ADMINISTRATIVE SERVICES | Recordkeeper | $466,519 | — | $466,519 |
| FOSEST COUNTY POTAWATOMI | Recordkeeper | $438,803 | — | $438,803 |
| CONFEDERATED TRIBES OF GRAND RONDE | Recordkeeper | $44,190 | — | $44,190 |
| NFP CORPORATE SERVICES INC | Other Service Provider | $35,000 | — | $35,000 |
| BENEFIT INTELLIGENCE | Other Service Provider | $23,017 | — | $23,017 |
| OPTUMRX/CATAMARAN/RESTAT LLC | Recordkeeper | $20,066 | — | $20,066 |
| REDW, LLC | Auditor | $18,700 | — | $18,700 |
| ALLEGIANCE BENEFIT PLAN MANAGEMENT | Recordkeeper | $14,020 | — | $14,020 |
| INTERLINK CARE MANAGEMENT | Recordkeeper | $10,167 | — | $10,167 |
| RENALOGICS | Recordkeeper | $8,974 | — | $8,974 |
| KANNACT HEALTH | Recordkeeper | $7,546 | — | $7,546 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDW, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,087,002
- Estimated Expense Ratio: 3.747% 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 | $1,093,236 | — | $983,598 | $18,700 | — |
| 2023 | $1,001,331 | — | $969,851 | $23,600 | — |
| 2022 | $781,383 | — | $754,265 | — | $20,950 |