Plan Snapshot
- Plan Sponsor: The Viejas Band Of Kumeyaay Indians
- Sponsor EIN: 330409825
- Sponsor Address: 5000 WILLOWS ROAD, ALPINE, CA, 919011656
- Plan Type: 401(k)
- Total Participants: 1,632
- Total Assets: $58.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,632 | $58.7M | $972,405 | $5.5M |
| 2023 | 1,586 | $52.4M | $873,521 | $4.9M |
| 2022 | 1,507 | $46.1M | $714,812 | $4.7M |
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 |
|---|---|---|---|---|
| PKF SAN DIEGO, LLP | 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 | $74,597 | — | — | — | — |
| 2023 | $91,233 | $93 | — | — | — |
| 2022 | $254,499 | — | $243,991 | — | $10,508 |