Plan Snapshot
- Plan Sponsor: Tulalip Tribes Of Washington
- Sponsor EIN: 910557816
- Sponsor Address: ATTN CENTRAL BENEFITS, TULALIP, WA, 98271
- Plan Type: DC
- Total Participants: 3,644
- Total Assets: $231.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3,644 | $231.4M | $6.5M | $20.7M |
| 2023 | 3,689 | $200.9M | $6.3M | $19.5M |
| 2022 | 3,570 | $165.5M | $5.5M | $17.7M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $324,719 | — | $324,719 | — | — |
| 2023 | $309,595 | — | $309,595 | — | — |
| 2022 | $270,052 | — | $270,052 | — | — |