Plan Snapshot
- Plan Sponsor: Sac & Fox Tribe Of The Mississippi In Iowa
- Sponsor EIN: 416053373
- Sponsor Address: 349 MESKWAKI ROAD, TAMA, IA, 523399629
- Plan Type: 401(k)
- Total Participants: 491
- Total Assets: $24.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 491 | $24.4M | $926,431 | $1.3M |
| 2023 | 486 | $22.1M | $914,139 | $1.4M |
| 2022 | 491 | $18.9M | $923,830 | $1.4M |
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 |
|---|---|---|---|---|
| SECURITY NATIONAL BANK | TRUSTEE | $16,847 | — | $16,847 |
| HENJES, CONNER & WILLIAMS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENJES, CONNER & WILLIAMS PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,847
- Estimated Expense Ratio: 0.069% 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 | $21,386 | $16,847 | — | — | — |
| 2023 | $32,019 | $24,043 | — | — | — |
| 2022 | $58,335 | $58,335 | — | — | — |