Plan Snapshot
- Plan Sponsor: Upper Skagit Indian Tribe
- Sponsor EIN: 911703103
- Sponsor Address: 5984 N DARRK LANE, BOW, WA, 982328631
- Plan Type: 401(k)
- Total Participants: 288
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 288 | $14.3M | $695,650 | $506,707 |
| 2023 | 264 | $12.0M | $596,502 | $431,095 |
| 2022 | 247 | $10.5M | $585,398 | $414,062 |
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 | $84,829 | $31,990 | $16,067 | — | — |
| 2023 | $82,027 | $28,080 | $18,429 | — | — |
| 2022 | $76,779 | $28,849 | $12,595 | — | $35,335 |