Plan Ledger DOL Form 5500 · updated monthly

Confederated Tribes of the Umatilla Indian Reservation401(k)

CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION 401(K) PROFIT SHARING PLAN AND TRUST · PENDLETON, OR · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Confederated Tribes of the Umatilla Indian Reservation reported $267,991 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $3,324 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 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 79th-largest of 1,021 plans among Oregon employers on file, and the 120th of 3,341 in other services. In 2024, employees put in $1.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$150,197,962
Participants with balances2,646
Active participants2,263
Employer contributions$7,521,335
Employee contributions$9,326,551
Employer contribution per active participant$3,324
Average account balance$56,764
Benefits paid to participants$11,538,127
Plan auditUnmodified (clean) audit opinion
AuditorALPINE SUMMIT CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$150.2M · 2,646 accts · $7.5M emplr
2023$127.2M · 2,409 accts · $6.7M emplr
2022$103.4M · 2,518 accts · $5.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$267,991
Total administrative$267,991
The Confederated Tribes of the Umatilla Indian Reservation 401(k) match · 2024
Employer contribution per active participant$3,324
Median for plans this size$3,635
2024$3,324 per active participant
2023$2,977 per active participant
2022$2,618 per active participant

Confederated Tribes of the Umatilla Indian Reservation's 2024 employer contribution ran below the $3,635 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 · 20241
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$267,991

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$267,991 · 0.19%
2023$282,006 · 0.24%
2022$250,785 · 0.23%
Same employer
Similar plansOther Services · Oregon
Wiese USA, Inc. MO$150.7M · 0.01%
Tenerity, Inc. TX$150.3M · 0.06%
Christie's Inc. NY$148.3M · 0.07%
Blue Beacon, Inc. KS$147.1M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930624734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.