# Confederated Tribes Of The Grand Ronde Community Of Oregon 401(k) Plan
Source: https://planprovider.pro/companies/confederated-tribes-of-the-grand-ronde-community-of-oregon-401k-plan

> Confederated Tribes Of The Grand Ronde Community Of Oregon's 401(k) plan: 2,190 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 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.](https://planprovider.pro/provider/milliman) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [REDW LLC](https://planprovider.pro/provider/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|

## Similar Plans

- [Confederated Tribes Of Coos, Lower Umpqua And Siuslaw Indians](https://planprovider.pro/companies/confederated-tribes-of-coos-lower-umpqua-and-siuslaw-indians-401k-plan) — 451 participants

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