# The Lumbee Tribe Of North Carolina 401(k) Plan
Source: https://planprovider.pro/companies/the-lumbee-tribe-of-north-carolina-401k-plan

> The Lumbee Tribe Of North Carolina's 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Lumbee Tribe Of North Carolina

- **Sponsor EIN:** 841704531

- **Sponsor Address:** 6984 NC HWY 711W, PEMBROKE, NC, 28372

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

- **Total Participants:** 155

- **Total Assets:** $7.1M

## 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|155|$7.1M|$602,798|$572,358|

| 2023|164|$5.3M|$527,604|$464,449|

| 2022|160|$3.9M|$251,906|$380,510|

## 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|

| ALPINE SUMMIT CPAS|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|$43,590|$14,527|$24,878|—|—|

| 2023|$34,070|—|$31,900|—|—|

| 2022|$23,972|—|$23,172|—|$800|

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