Plan Snapshot
- Plan Sponsor: Fort Mojave Indian Tribe
- Sponsor EIN: 952380606
- Sponsor Address: 500 MERRIMAN AVENUE, NEEDLES, CA, 92363
- Plan Type: 401(k)
- Total Participants: 746
- Total Assets: $10.9M
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 | 746 | $10.9M | $316,653 | $846,540 |
| 2023 | 748 | $9.7M | $330,134 | $878,145 |
| 2022 | 741 | $8.4M | $317,690 | $897,993 |
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 |
|---|---|---|---|---|
| BENEFITS2 ADMINISTRATORS LLC | TPA | $12,940 | — | $12,940 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $8,538 | — | $8,538 |
| RICH, WIGHTMAN & COMPANY CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,478
- Estimated Expense Ratio: 0.197% 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 | $47,495 | — | $47,495 | — | — |
| 2023 | $40,418 | — | $10,289 | — | — |
| 2022 | — | — | — | — | — |