Plan Snapshot
- Plan Sponsor: Morongo Band Of Mission Indians
- Sponsor EIN: 952754308
- Sponsor Address: 12700 PUMARRA ROAD, BANNING, CA, 92220
- Plan Type: 401(k)
- Total Participants: 2,419
- Total Assets: $84.7M
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 | 2,419 | $84.7M | $3.3M | $7.4M |
| 2023 | 2,366 | $71.8M | $3.1M | $6.8M |
| 2022 | 2,237 | $56.5M | $2.9M | $6.4M |
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 |
|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | NONE | $72,300 | — | $72,300 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,300
- Estimated Expense Ratio: 0.085% 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 | $72,300 | — | $72,300 | — | — |
| 2023 | $56,547 | — | $56,547 | — | — |
| 2022 | $39,320 | — | $39,320 | — | — |