Plan Snapshot
- Plan Sponsor: East Valley Tourist Development Authority Dba
- Sponsor EIN: 953835364
- Sponsor Address: 84245 INDIO SPRINGS PKWY, INDIO, CA, 92203
- Plan Type: 401(k)
- Total Participants: 1,150
- Total Assets: $30.5M
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 | 1,150 | $30.5M | $707,513 | $2.8M |
| 2023 | 1,100 | $27.4M | $654,845 | $2.6M |
| 2022 | 1,067 | $23.2M | $623,801 | $2.5M |
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 |
|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | INVESTMENT ADVISOR | $63,833 | — | $63,833 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $37,199 | — | $37,199 |
| MACIAS GINI AND OCONNELL LLP | AUDITOR | $22,050 | — | $22,050 |
| MACIAS GINI & O'CONNELL LLP | Auditor | $22,050 | — | $22,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MACIAS GINI & O'CONNELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,132
- Estimated Expense Ratio: 0.476% 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 | $123,206 | $63,833 | $12,257 | $22,050 | — |
| 2023 | $166,562 | $48,774 | $77,024 | $39,589 | — |
| 2022 | $144,084 | $101,842 | $41,342 | — | — |