Plan Snapshot
- Plan Sponsor: Mashantucket Pequot Tribe
- Sponsor EIN: 060995554
- Sponsor Address: MPTN FINANCE, MASHANTUCKET, CT, 06338
- Plan Type: 401(k)
- Total Participants: 4,288
- Total Assets: $424.9M
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 | 4,288 | $424.9M | $5.8M | $14.6M |
| 2023 | 4,304 | $402.9M | $5.6M | $13.9M |
| 2022 | 4,132 | $367.5M | $4.0M | $12.9M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | $10,110 | — | $10,110 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,110
- Estimated Expense Ratio: 0.002% 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 | $44,545 | — | — | $10,110 | — |
| 2023 | $78,101 | $8,357 | — | $36,975 | — |
| 2022 | $36,569 | — | — | — | — |