Plan Snapshot
- Plan Sponsor: Little Traverse Bay Bands Of Odawa
- Sponsor EIN: 383376548
- Sponsor Address: 1760 LEARS ROAD, PETOSKEY, MI, 49770
- Plan Type: 401(k)
- Total Participants: 300
- Total Assets: $11.8M
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 | 300 | $11.8M | $296,294 | $633,135 |
| 2023 | 304 | $11.2M | $301,003 | $611,920 |
| 2022 | 299 | $10.2M | $274,034 | $562,803 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $62,206 | $13,817 | $48,389 | — | — |
| 2023 | $71,813 | — | $71,813 | — | — |
| 2022 | $67,050 | — | $67,050 | — | — |