Plan Snapshot
- Plan Sponsor: Tohono O'Odham Gaming Enterprise
- Sponsor EIN: 860489635
- Sponsor Address: 1100 WEST PIMA MINE ROAD, SAHUARITA, AZ, 85629
- Plan Type: 401(k)
- Total Participants: 2,875
- Total Assets: $136.5M
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 | 2,875 | $136.5M | $8.9M | $9.0M |
| 2023 | 2,644 | $114.0M | $8.5M | $8.4M |
| 2022 | 2,560 | $87.4M | $7.7M | $7.6M |
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 | $308,787 | — | $308,787 |
| REDW | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- REDW — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $308,787
- Estimated Expense Ratio: 0.226% 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 | $311,016 | $2,229 | — | — | — |
| 2023 | $255,165 | — | — | — | — |
| 2022 | $278,804 | $1,962 | — | — | — |