Plan Snapshot
- Plan Sponsor: San Carlos Apache Tribal Gaming Enterprise
- Sponsor EIN: 860757281
- Sponsor Address: P.O. BOX 1210, SAN CARLOS, AZ, 855501210
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $5.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 324 | $5.6M | $205,674 | $431,157 |
| 2023 | 337 | $5.0M | $188,524 | $395,489 |
| 2022 | 327 | $4.3M | $189,931 | $413,487 |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | NONE | $21,423 | — | $21,423 |
| BLUEBIRD CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — NONE
- BLUEBIRD CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,423
- Estimated Expense Ratio: 0.384% 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 | $21,423 | — | — | — | — |
| 2023 | $18,478 | — | — | — | — |
| 2022 | $16,630 | — | $16,630 | — | — |