Plan Snapshot
- Plan Sponsor: Confederated Tribes Of The Umatilla Indian Reservation
- Sponsor EIN: 930624734
- Sponsor Address: 46411 TIMINE WAY, PENDLETON, OR, 97801
- Plan Type: DC
- Total Participants: 2,263
- Total Assets: $150.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,263 | $150.2M | $7.5M | $9.3M |
| 2023 | 2,256 | $127.2M | $6.7M | $8.3M |
| 2022 | 2,118 | $103.4M | $5.5M | $6.8M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $267,991 | — | $267,991 |
| ALPINE SUMMIT CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $267,991
- Estimated Expense Ratio: 0.178% 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 | $267,991 | — | — | — | — |
| 2023 | $282,006 | — | $10,847 | — | — |
| 2022 | $250,785 | — | $250,785 | — | — |