Plan Ledger DOL Form 5500 · updated monthly

Catawba Indian Nation Gaming Authority401(k)

CATAWBA INDIAN NATION GAMING AUTHORITY 401(K) PLAN · KINGS MOUNTAIN, NC · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Catawba Indian Nation Gaming Authority reported $14,381 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $1,252 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 1.23% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in North Carolina (1,523rd of 2,005), and 977th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,304,285
Participants with balances610
Active participants483
Employer contributions$604,871
Employee contributions$766,516
Employer contribution per active participant$1,252
Average account balance$7,056
Benefits paid to participants$295,233
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 610 accts · $605K emplr
2023$2.3M · 403 accts · $330K emplr
2022$1.4M · 344 accts · $309K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,381
Total administrative$14,381
The Catawba Indian Nation Gaming Authority 401(k) match · 2024
Employer contribution per active participant$1,252
Median for plans this size$1,313
2024$1,252 per active participant
2023$1,210 per active participant
2022$697 per active participant

Catawba Indian Nation Gaming Authority's 2024 employer contribution ran below the $1,313 median for plans its size. 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.

Administrative cost history3
2024$14,381 · 0.43%
2023$11,268 · 0.60%
2022$12,406 · 1.23%
Same employer
Similar plansArts, Entertainment & Recreation · North Carolina
Discovery Place, Inc. NC$5.9M · 0.79%
Greensboro Country Club NC$5.4M · 0.43%
World Racing Group, Inc. NC$2.5M · 0.88%
Greensboro Science Center NC$2.1M · 0.75%
Bald Head Island Club NC$1.4M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 862526197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.