Plan Snapshot
- Plan Sponsor: Table Mountain Rancheria Band Of Indians
- Sponsor EIN: 770212451
- Sponsor Address: P O BOX 410, FRIANT, CA, 93626
- Plan Type: 401(k)
- Total Participants: 1,164
- Total Assets: $45.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,164 | $45.3M | $1.0M | $3.0M |
| 2023 | 1,067 | $37.4M | $902,287 | $2.5M |
| 2022 | 844 | $30.9M | $804,427 | $2.2M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $111,999 | — | $111,999 |
| IMA WEALTH INC | INVESTMENT ADVISORY | $73,501 | — | $73,501 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- IMA WEALTH INC — INVESTMENT ADVISORY
- 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: $185,500
- 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 | $266,660 | — | — | — | — |
| 2023 | $169,916 | — | $169,916 | — | — |
| 2022 | $150,611 | $150,611 | — | — | — |