# Sault Tribe 401(k) Plan
Source: https://planprovider.pro/companies/sault-tribe-401k-plan

> Sault Tribe's 401(k) plan: 1,791 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sault Tribe

- **Sponsor EIN:** 237249643

- **Sponsor Address:** 523 ASHMUN STREET, SAULT SAINTE MARIE, MI, 49783

- **Plan Type:** 401(k)

- **Total Participants:** 1,791

- **Total Assets:** $49.8M

## 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|1,791|$49.8M|$2.2M|$2.6M|

| 2023|1,188|$45.8M|$2.1M|$2.4M|

| 2022|1,211|$37.7M|$1.4M|$2.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$119,847|—|$119,847|

| UBS FINANCIAL SERVICES INC|ADVISOR|$64,289|—|$64,289|

| DGN, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [DGN, LLC](https://planprovider.pro/provider/dgn-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $184,136

- **Estimated Expense Ratio:** 0.370% 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|$184,136|$64,289|—|—|—|

| 2023|$169,426|$57,777|—|—|—|

| 2022|$150,843|—|—|—|—|

## Similar Plans

- [Bay Mills Indian Community](https://planprovider.pro/companies/bay-mills-indian-community-plan) — 617 participants

- [Saginaw Chippewa Indian Tribe Of Michigan](https://planprovider.pro/companies/saginaw-chippewa-indian-tribe-of-michigan-401k-plan) — 4,025 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sault-tribe-401k-plan)

© 2026 PlanProvider.Pro