Plan Snapshot
- Plan Sponsor: Jamul Indian Village Development Corporation
- Sponsor EIN: 475387551
- Sponsor Address: 14145 CAMPO RD., JAMUL, CA, 91935
- Plan Type: 401(k)
- Total Participants: 1,103
- Total Assets: $13.1M
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. |
|---|---|---|---|---|
| 2023 | 1,103 | $13.1M | $935,538 | $2.8M |
| 2022 | 1,096 | $9.1M | $784,174 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $193,950 | — | $193,950 |
| ALLIANT INSURANCE SERVICES, INC. | INVESTMENT ADVISORY | $50,942 | $66 | $51,008 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $244,958
- Estimated Expense Ratio: 1.869% 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 |
|---|---|---|---|---|---|
| 2023 | $122,446 | $25,324 | $97,122 | — | — |
| 2022 | $96,205 | $3,518 | $92,687 | — | — |