Plan Snapshot
- Plan Sponsor: Quechan Indian Tribe
- Sponsor EIN: 860211181
- Sponsor Address: 525 ALGODONES ROAD, WINTERHAVEN, CA, 92283
- Plan Type: 401(k)
- Total Participants: 930
- Total Assets: $16.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 930 | $16.4M | $860,657 | $1.3M |
| 2023 | 878 | $13.9M | $748,801 | $1.1M |
| 2022 | 850 | $11.2M | $634,732 | $919,071 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RECORDKEEPER | $72,735 | — | $72,735 |
| PFG ADVISORS LLC | RETAINED BY EMPLOYER | $46,541 | — | $46,541 |
| REDW LLC | RETAINED BY EMPLOYER | $17,600 | — | $17,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RECORDKEEPER
- PFG ADVISORS LLC — RETAINED BY EMPLOYER
- REDW LLC — RETAINED BY EMPLOYER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,876
- Estimated Expense Ratio: 0.836% 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 | $136,875 | $47,054 | $72,221 | $17,600 | — |
| 2023 | $97,558 | $38,716 | $58,842 | — | — |
| 2022 | $75,104 | $27,591 | $47,513 | — | — |