Plan Snapshot
- Plan Sponsor: Confederated Tribes Of The Grand Ronde Community Of Oregon
- Sponsor EIN: 930899337
- Sponsor Address: 9615 GRAND RONDE ROAD, GRAND RONDE, OR, 973479712
- Plan Type: 401(k)
- Total Participants: 2,190
- Total Assets: $150.9M
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 | 2,190 | $150.9M | $5.7M | $8.4M |
| 2023 | 1,496 | $128.9M | $5.2M | $7.4M |
| 2022 | 1,384 | $106.1M | $4.5M | $6.3M |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $144,880 | — | $144,880 |
| ROBERT W. BAIRD & CO. INC. | NONE | $124,778 | — | $124,778 |
| CHARLES SCHWAB TRUST BANK | NONE | $31,121 | — | $31,121 |
| REDW LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- REDW LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $300,779
- Estimated Expense Ratio: 0.199% 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 | $300,779 | $124,778 | — | — | — |
| 2023 | $259,565 | $101,920 | — | — | — |
| 2022 | $249,945 | — | — | — | $249,945 |