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

> Pala Band Of Mission Indians's 401(k) plan: 1,175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pala Band Of Mission Indians

- **Sponsor EIN:** 952863815

- **Sponsor Address:** 35008 PALA TEMECULA ROAD, PMB 50, PALA, CA, 920592419

- **Plan Type:** 401(k)

- **Total Participants:** 1,175

- **Total Assets:** $72.7M

## 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|1,175|$72.7M|$1.3M|$3.9M|

| 2023|1,109|$64.6M|$1.3M|$3.9M|

| 2022|1,112|$57.0M|$1.5M|$4.3M|

## 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|

| ALERUS FINANCIAL, N.A.|NONE|$152,372|—|$152,372|

| SAGE CAPITAL ADVISORS LLC|NONE|$132,648|—|$132,648|

| HOULDSWORTH, RUSSO & CO., P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

- [HOULDSWORTH, RUSSO & CO., P.C.](https://planprovider.pro/provider/houldsworth-russo-and-co-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $285,020

- **Estimated Expense Ratio:** 0.392% 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|$285,019|$132,648|—|—|—|

| 2023|$263,071|$119,021|—|—|—|

| 2022|$272,860|$123,108|—|—|—|

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