Plan Ledger DOL Form 5500 · updated monthly

Confederated Tribes of the Warm Springs Reservation of Oregon401(k)

THE CONFEDERATED TRIBES OF WARM SPRINGS ENTERPRISE 401(K) PLAN · WARM SPRINGS, OR · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Confederated Tribes of the Warm Springs Reservation of Oregon reported $30,134 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. Employer contributions averaged $1,096 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 0.42% to 0.47%. 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 Oregon (682nd of 1,021), and 835th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.24 for every $1.00 the employer contributed; active participation has grown from 157 to 186 since 2022.

Plan summary
Net assets, end of year$6,558,155
Participants with balances385
Active participants186
Employer contributions$203,853
Employee contributions$252,184
Employer contribution per active participant$1,096
Average account balance$17,034
Benefits paid to participants$722,411
Plan auditUnmodified (clean) audit opinion
AuditorALPINE SUMMIT CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 385 accts · $204K emplr
2023$6.1M · 355 accts · $170K emplr
2022$5.5M · 361 accts · $156K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,235
Audit (IQPA)$12,300
Trustee / custodial$1,599
Total administrative$30,134
The Confederated Tribes of the Warm Springs Reservation of Oregon 401(k) match · 2024
Employer contribution per active participant$1,096
Median for plans this size$1,313
2024$1,096 per active participant
2023$1,455 per active participant
2022$992 per active participant

Confederated Tribes of the Warm Springs Reservation of Oregon'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.

Service providers · 20242
BOKF, NA · Custodial (securities) · Trustee (directed)$17,834
ALPINE SUMMIT CPAS · Accounting / audit$12,300

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$30,134 · 0.47%
2023$16,030 · 0.28%
2022$26,989 · 0.42%
Same employer
Similar plansArts, Entertainment & Recreation · Oregon
Mt. Hood Meadows Oreg., LLC OR$11.6M · 0.42%
Peregrine Sports, LLC OR$10.5M · 0.63%
Tetherow Golf Course LLC OR$3.3M · 0.89%
Bravo Fit, LLC OR$1.1M · 0.36%
Mt Hood Ski Bowl OR$411K · 1.63%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930383362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.