Plan Snapshot
- Plan Sponsor: White Earth Reservation Tribal Council
- Sponsor EIN: 411737979
- Sponsor Address: 777 CASINO RD., MAHNOMEN, MN, 56557
- Plan Type: 401(k)
- Total Participants: 667
- Total Assets: $30.2M
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 | 667 | $30.2M | $1.3M | $1.8M |
| 2023 | 599 | $26.2M | $1.1M | $1.6M |
| 2022 | 592 | $21.8M | $1.0M | $1.4M |
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 |
|---|---|---|---|---|
| BRADY MARTZ & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY MARTZ & ASSOCIATES, P.C. — 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 | $109,461 | $40,910 | — | — | — |
| 2023 | $90,246 | $33,589 | — | — | — |
| 2022 | $84,753 | $34,403 | — | — | — |