Plan Snapshot
- Plan Sponsor: Tonto Apache Tribe
- Sponsor EIN: 860275424
- Sponsor Address: #30 TONTO APACHE RESERVATION, PAYSON, AZ, 85541
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 290 | $8.3M | $252,620 | $506,277 |
| 2023 | 263 | $7.1M | $255,957 | $502,171 |
| 2022 | 237 | $5.9M | $229,804 | $426,859 |
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 |
|---|---|---|---|---|
| ROBERT VINCENT MARTINE, CPA | 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 | $46,111 | $26,846 | $19,265 | — | — |
| 2023 | $41,567 | — | $41,567 | — | — |
| 2022 | $29,467 | $29,467 | — | — | — |