Plan Snapshot
- Plan Sponsor: Santee Sioux Nation
- Sponsor EIN: 470533471
- Sponsor Address: 425 FRAZIER AVE N., NIOBRABRA, NE, 68760
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $1.4M
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 | 286 | $1.4M | $122,020 | $207,470 |
| 2023 | 290 | $1.2M | $117,775 | $193,836 |
| 2022 | 248 | $750,902 | $102,168 | $157,802 |
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 |
|---|---|---|---|---|
| WALKER & ARMSTRONG LLP | Auditor | — | — | $0 |
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 | $18,935 | $7,877 | $5,465 | — | — |
| 2023 | $12,974 | — | $12,974 | — | — |
| 2022 | $9,960 | — | $9,960 | — | — |