Plan Ledger DOL Form 5500 · updated monthly

Barona Band of Mission Indians401(k)

BARONA EMPLOYEES 401(K) RETIREMENT PLAN · LAKESIDE, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Barona Band of Mission Indians reported $231,055 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $865 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.23% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 792nd-largest of 9,483 plans among California employers on file, and the 75th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$134,089,553
Participants with balances2,180
Active participants1,860
Employer contributions$1,609,378
Employee contributions$6,567,489
Employer contribution per active participant$865
Average account balance$61,509
Benefits paid to participants$11,466,738
Plan auditUnmodified (clean) audit opinion
AuditorDUFFY KRUSPODIN, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$134.1M · 2,180 accts · $1.6M emplr
2023$119.2M · 2,147 accts · $1.5M emplr
2022$101.4M · 2,051 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,184
Investment management$159,244
Audit (IQPA)$22,627
Total administrative$231,055
The Barona Band of Mission Indians 401(k) match · 2024
Employer contribution per active participant$865
Median for plans this size$3,635
2024$865 per active participant
2023$784 per active participant
2022$867 per active participant

Barona Band of Mission Indians's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MORGAN STANLEY · Investment advisory (plan) · Recordkeeping$159,244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$49,184
DUFFY KRUSPODIN LLP · Accounting / audit$22,627
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Morgan Stanley, Transamerica
2023Morgan Stanley, Transamerica

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Administrative cost history3
2024$231,055 · 0.18%
2023$203,637 · 0.18%
2022$260,730 · 0.23%
Same employer
Similar plansArts, Entertainment & Recreation · California
United Talent Agency LLC CA$164.9M · 0.15%
Cache Creek Casino Resort CA$127.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330687849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.