Plan Snapshot
- Plan Sponsor: Mooretown Rancheria
- Sponsor EIN: 680152435
- Sponsor Address: 3 ALVERDA DRIVE, OROVILLE, CA, 95966
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $4.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 84 | $4.1M | $9,987 | $249,114 |
| 2023 | 513 | $3.9M | $10,785 | $269,635 |
| 2022 | 546 | $3.3M | $10,611 | $265,282 |
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 |
|---|---|---|---|---|
| BLUEBIRD CPAS | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUEBIRD CPAS — Independent 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 | — | — | — | — | — |
| 2023 | $17,437 | — | $14,581 | — | — |
| 2022 | $18,203 | $12,373 | — | — | $5,830 |