# Confederated Tribes Of The Umatilla Indian Reservation DC Plan
Source: https://planprovider.pro/companies/confederated-tribes-of-the-umatilla-indian-reservation-plan-002

> Confederated Tribes Of The Umatilla Indian Reservation's DC plan: 2,263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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