Plan Snapshot
- Plan Sponsor: San Felipe Gaming Enterprise
- Sponsor EIN: 742809470
- Sponsor Address: 25 HAGAN ROAD, SAN FELIPE PUEBLO, NM, 87001
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $3.4M
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 | 143 | $3.4M | $174,044 | $228,296 |
| 2023 | 149 | $3.0M | $137,036 | $169,199 |
| 2022 | 136 | $2.5M | $82,113 | $89,965 |
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 |
|---|---|---|---|---|
| BLUEBIRD, CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUEBIRD, CPA'S — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $46,302 | $15,286 | $22,481 | — | — |
| 2023 | $35,587 | $6,667 | $3,375 | — | — |
| 2022 | $36,264 | — | $36,264 | — | — |