Plan Snapshot
- Plan Sponsor: Yakama Forest Products Confederated Tribes
- Sponsor EIN: 911674427
- Sponsor Address: PO BOX 489, WHITE SWAN, WA, 98952
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $6.2M
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. |
|---|---|---|---|---|
| 2024 | 173 | $6.2M | $254,362 | $373,362 |
| 2023 | 183 | $6.1M | $398,277 | $473,462 |
| 2022 | 239 | $5.1M | $391,952 | $497,773 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 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 | $64,739 | — | $58,127 | — | — |
| 2023 | $51,981 | — | $49,656 | — | — |
| 2022 | $46,648 | — | $43,285 | — | $3,363 |