# Ute Mountain Ute Tribe 401(k) Plan
Source: https://planprovider.pro/companies/ute-mountain-ute-tribe-401k-plan

> Ute Mountain Ute Tribe's 401(k) plan: 433 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Ute Mountain Ute Tribe

- **Sponsor EIN:** 840404385

- **Sponsor Address:** P.O. BOX 248, TOWAOC, CO, 813340248

- **Plan Type:** 401(k)

- **Total Participants:** 433

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|433|$4.9M|$306,825|$284,497|

| 2022|466|$4.2M|$260,578|$221,587|

## 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|

| SJT GROUP LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SJT GROUP LLC](https://planprovider.pro/provider/sjt-group-llc) — 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|

| 2023|—|—|—|—|—|

| 2022|$243|—|—|—|$243|

## Similar Plans

- [Veritas Hhs, LLC](https://planprovider.pro/companies/veritas-hhs-llc-plan-001) — 430 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ute-mountain-ute-tribe-401k-plan)

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