Plan Ledger DOL Form 5500 · updated monthly

Colorado River Indian Tribes Tribal Council401(k)

THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST · PARKER, AZ · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Colorado River Indian Tribes Tribal Council reported $198,818 in plan administrative expenses for 2024: 0.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,521 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 rose from 0.65% to 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other public administration employers. By assets it is the 274th-largest of 1,285 plans among Arizona employers on file, and the 26th of 90 in public administration. In 2024, the employer put in $4.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$30,361,220
Participants with balances1,071
Active participants729
Employer contributions$1,837,750
Employee contributions$444,346
Employer contribution per active participant$2,521
Average account balance$28,348
Benefits paid to participants$2,263,210
Plan auditUnmodified (clean) audit opinion
AuditorREDW LLC
Plan history3
Yearassets · accounts · employer contribution
2024$30.4M · 1,071 accts · $1.8M emplr
2023$27.3M · 1,042 accts · $1.6M emplr
2022$23.6M · 1,015 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$139,369
Investment management$59,449
Total administrative$198,818
The Colorado River Indian Tribes Tribal Council 401(k) match · 2024
Employer contribution per active participant$2,521
Median for plans this size$2,416
2024$2,521 per active participant
2023$2,349 per active participant
2022$2,320 per active participant

Colorado River Indian Tribes Tribal Council's 2024 employer contribution ran above the $2,416 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.

Service providers · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$66,009
INTEROCEAN CAPITAL · Investment advisory (plan)$59,012
M.S. HOWELLS & CO · Insurance broker · Insurance servicesindirect 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
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$198,818 · 0.69%
2023$174,471 · 0.68%
2022$168,238 · 0.65%
Same employer
Similar plansPublic Administration · Arizona
Salt River Materials Group AZ$89.3M · 0.07%
Pascua Yaqui Tribe AZ$75.6M · 0.09%
Tonto Apache Tribe AZ$8.3M · 0.60%
Yavapai Apache Nation AZ$7.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860092226 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.