Plan Ledger DOL Form 5500 · updated monthly

Colville Tribal Federal Corporation401(k)

COLVILLE TRIBAL ENTERPRISES CORP. RETIREMENT PLAN · NESPELEM, WA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Colville Tribal Federal Corporation reported $37,926 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,782 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 0.18% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 759th-largest of 1,714 plans among Washington employers on file, and the 1,159th of 3,341 in other services. In 2024, the employer put in $1.26 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$17,499,764
Participants with balances2,997
Active participants656
Employer contributions$1,168,666
Employee contributions$923,928
Employer contribution per active participant$1,782
Average account balance$5,839
Benefits paid to participants$2,148,115
Plan auditUnmodified (clean) audit opinion
AuditorALPINE SUMMIT CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 2,997 accts · $1.2M emplr
2023$15.5M · 2,827 accts · $1.2M emplr
2022$12.2M · 2,648 accts · $957K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$280
Investment management$13,800
Audit (IQPA)$11,750
Trustee / custodial$12,096
Total administrative$37,926
The Colville Tribal Federal Corporation 401(k) match · 2024
Employer contribution per active participant$1,782
Median for plans this size$2,416
2024$1,782 per active participant
2023$1,838 per active participant
2022$1,468 per active participant

Colville Tribal Federal Corporation's 2024 employer contribution ran below 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 · 20243
INDEPENDENT FINANCIAL GROUP, LLC · Investment advisory (plan)$13,800
MATRIX TRUST COMPANY · Custodial (securities)$12,095
ALPINE SUMMIT CPAS · Accounting / audit$11,750

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

Administrative cost history3
2024$37,926 · 0.23%
2023$46,461 · 0.34%
2022$23,493 · 0.18%
Similar plansOther Services · Washington
Committee for Children WA$24.2M · 0.01%
Seattle Foundation WA$16.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911523072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.