Plan Snapshot
- Plan Sponsor: Confederated Tribes Of The Warm Springs Reservation Of Oregon
- Sponsor EIN: 930383362
- Sponsor Address: 3236 HWY 26, WARM SPRINGS, OR, 97761
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 186 | $6.6M | $203,853 | $252,184 |
| 2023 | 117 | $6.1M | $170,245 | $201,458 |
| 2022 | 157 | $5.5M | $155,715 | $195,677 |
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 |
|---|---|---|---|---|
| ALPINE SUMMIT CPAS | Auditor | $12,300 | — | $12,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,300
- Estimated Expense Ratio: 0.188% 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 | $30,134 | — | — | $12,300 | — |
| 2023 | $16,030 | $4,003 | — | $9,625 | — |
| 2022 | $26,989 | — | — | — | $26,989 |