Plan Snapshot
- Plan Sponsor: Standing Rock Community Grant School
- Sponsor EIN: 450407044
- Sponsor Address: 9189 HIGHWAY 24, FORT YATES, ND, 58538
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 141
- Total Assets: $10.7M
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 | 141 | $10.7M | $328,953 | $374,015 |
| 2023 | 125 | $9.8M | $325,729 | $387,634 |
| 2022 | 132 | $8.8M | $350,297 | $397,184 |
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 |
|---|---|---|---|---|
| BRAVERA WEALTH | Other Service Provider | $37,408 | — | $37,408 |
| INVESTMENT CENTERS OF AMERICA, INC. | Other Service Provider | $6,268 | — | $6,268 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,676
- Estimated Expense Ratio: 0.409% 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 | $43,676 | $6,268 | — | — | — |
| 2023 | $31,457 | $4,318 | — | — | — |
| 2022 | $27,026 | $23,690 | — | — | — |