Plan Snapshot
- Plan Sponsor: Tuolumne Band Of Me-Wuk Indians
- Sponsor EIN: 770121021
- Sponsor Address: 19595 MI WU STREET, TUOLUMNE, CA, 953799632
- Plan Type: 401(k)
- Total Participants: 891
- Total Assets: $30.6M
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 | 891 | $30.6M | $1.2M | $2.2M |
| 2023 | 853 | $26.3M | $1.0M | $1.9M |
| 2022 | 805 | $21.7M | $980,893 | $1.7M |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $38,521 | — | $38,521 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR | $22,497 | — | $22,497 |
| USI CONSULTING GROUP | N/A | $20,687 | — | $20,687 |
| 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: $81,705
- Estimated Expense Ratio: 0.267% 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 | $81,705 | $26,358 | — | — | — |
| 2023 | $117,003 | $45,000 | — | — | — |
| 2022 | $88,070 | — | $88,070 | — | — |