# Morongo Band Of Mission Indians 401(k) Plan
Source: https://planprovider.pro/companies/morongo-band-of-mission-indians-401k-plan

> Morongo Band Of Mission Indians&#39;s 401(k) plan: 2,419 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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