# Confederated Tribes Of The Warm Springs Reservation Of Oregon 401(k) Plan
Source: https://planprovider.pro/companies/confederated-tribes-of-warm-springs-reservation-of-oregon-401k-plan

> Confederated Tribes Of The Warm Springs Reservation Of Oregon's 401(k) plan: 186 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 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|

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- [Confederated Tribes Of The Grand Ronde Community Of Oregon](https://planprovider.pro/companies/confederated-tribes-of-the-grand-ronde-community-of-oregon-401k-plan) — 2,190 participants

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