Plan Snapshot
- Plan Sponsor: Yavapai Prescott Indian Tribe
- Sponsor EIN: 820300206
- Sponsor Address: 530 E. MERRITT, PRESCOTT, AZ, 86301
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $14.3M
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 | 311 | $14.3M | $414,657 | $1.6M |
| 2023 | 302 | $12.2M | $357,055 | $1.5M |
| 2022 | 310 | $10.0M | $329,333 | $1.3M |
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 |
|---|---|---|---|---|
| SNYDER & BUTLER, 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 | $52,025 | $25,011 | $27,014 | — | — |
| 2023 | $45,977 | $24,998 | $20,979 | — | — |
| 2022 | $43,043 | — | $43,043 | — | — |