Plan Snapshot
- Plan Sponsor: The Sycuan Band Of The Kumeyaay Nation
- Sponsor EIN: 330881662
- Sponsor Address: 5485 CASINO WAY, EL CAJON, CA, 92019
- Plan Type: 401(k)
- Total Participants: 2,171
- Total Assets: $106.2M
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 | 2,171 | $106.2M | $2.0M | $6.8M |
| 2023 | 2,131 | $95.0M | $127 | $6.3M |
| 2022 | 2,055 | $82.5M | $1.8M | $5.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $283,379 | — | $283,379 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $146,141 | — | $146,141 |
| ASCENSUS INC | OTHER | — | $48,956 | $48,956 |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | CONTRACT ADMIN | $39,059 | — | $39,059 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $517,535
- Estimated Expense Ratio: 0.487% 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 | $458,548 | — | $458,548 | — | — |
| 2023 | $235,119 | — | $235,119 | — | — |
| 2022 | $281,326 | — | — | — | $281,326 |