# Fort Mcdowell Yavapai Nation 401(k) Plan
Source: https://planprovider.pro/companies/fort-mcdowell-yavapai-nation-401k-plan

> Fort Mcdowell Yavapai Nation's 401(k) plan: 1,188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fort Mcdowell Yavapai Nation

- **Sponsor EIN:** 860208930

- **Sponsor Address:** P.O. BOX 18359, FOUNTAIN HILLS, AZ, 85269

- **Plan Type:** 401(k)

- **Total Participants:** 1,188

- **Total Assets:** $66.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,188|$66.1M|$2.3M|$3.6M|

| 2023|1,244|$61.4M|$2.1M|$3.3M|

| 2022|1,164|$53.3M|$1.9M|$3.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$118,747|—|$118,747|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISOR|$62,500|—|$62,500|

| STRATEGIC ADVISORS, INC.|ADVISOR|$14,218|—|$14,218|

| REDW LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [REDW LLC](https://planprovider.pro/provider/redw-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $195,465

- **Estimated Expense Ratio:** 0.296% 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|$195,280|$14,218|—|—|—|

| 2023|$159,269|$50,963|—|—|—|

| 2022|$207,926|$14,918|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fort-mcdowell-yavapai-nation-401k-plan)

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