# Yavapai Prescott Indian Tribe 401(k) Plan
Source: https://planprovider.pro/companies/yavapai-prescott-indian-tribe-401k-plan

> Yavapai Prescott Indian Tribe's 401(k) plan: 311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STANCORP FINANCIAL GROUP|NONE|$26,997|$3,807|$30,804|

| WEALTH RESCUE STRATEGIES, INC.|NONE|$25,011|—|$25,011|

| SNYDER & BUTLER, CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $55,815

- **Estimated Expense Ratio:** 0.389% of plan assets

### 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/yavapai-prescott-indian-tribe-401k-plan)

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