Plan Snapshot
- Plan Sponsor: White Mountain Apache Tribe
- Sponsor EIN: 860092030
- Sponsor Address: 1 EAST OAK STREET, WHITERIVER, AZ, 85941
- Plan Type: 401(k)
- Total Participants: 661
- Total Assets: $4.7M
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 | 661 | $4.7M | $0 | $0 |
| 2023 | 659 | $4.2M | $0 | $0 |
| 2022 | 490 | $4.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| ALPINE SUMMIT CPAS | Auditor | — | — | $0 |
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 | $13,221 | — | $13,221 | — | — |
| 2023 | $37,603 | — | $37,603 | — | — |
| 2022 | $6,295 | — | $6,295 | — | — |