Plan Snapshot
- Plan Sponsor: Southern Ute Indian Tribe Retirement Savings Plan
- Sponsor EIN: 840404384
- Sponsor Address: P.O. BOX 737, IGNACIO, CO, 811370737
- Plan Type: 401(k)
- Total Participants: 1,401
- Total Assets: $303.2M
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 | 1,401 | $303.2M | $11.7M | $9.6M |
| 2023 | 1,300 | $266.5M | $10.4M | $8.3M |
| 2022 | 1,252 | $228.5M | $9.8M | $7.7M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $6,857 | $68,889 | $300 | — | — |
| 2023 | $3,545 | $56,824 | $2,100 | — | — |
| 2022 | $25,185 | $47,122 | — | — | — |