Plan Snapshot
- Plan Sponsor: Yavapai Apache Nation
- Sponsor EIN: 860210241
- Sponsor Address: 2400 W. DATSI, CAMP VERDE, AZ, 863228412
- Plan Type: 401(k)
- Total Participants: 434
- Total Assets: $7.5M
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 | 434 | $7.5M | $204,957 | $578,993 |
| 2023 | 417 | $7.1M | $190,059 | $547,603 |
| 2022 | 402 | $6.2M | $165,851 | $465,044 |
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 |
|---|---|---|---|---|
| REDW, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDW, 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 |
|---|---|---|---|---|---|
| 2024 | $7,792 | — | — | — | — |
| 2023 | $6,702 | — | $843 | — | — |
| 2022 | $5,984 | — | — | — | $5,984 |