Plan Ledger DOL Form 5500 · updated monthly

Cowlitz Indian Tribe401(k)

COWLITZ INDIAN TRIBE 401K PLAN · LONGVIEW, WA · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Cowlitz Indian Tribe reported $99,729 in plan administrative expenses for 2024: 0.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,989 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 0.81% to 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 813th-largest of 1,714 plans among Washington employers on file, and the 4,325th of 11,911 in health care & social assistance. In 2024, employees put in $1.16 for every $1.00 the employer contributed; active participation has grown from 288 to 342 since 2022.

Plan summary
Net assets, end of year$15,900,516
Participants with balances498
Active participants342
Employer contributions$1,364,210
Employee contributions$1,583,620
Employer contribution per active participant$3,989
Average account balance$31,929
Benefits paid to participants$1,762,992
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 498 accts · $1.4M emplr
2023$13.1M · 442 accts · $1.3M emplr
2022$9.9M · 428 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,729
Total administrative$99,729
The Cowlitz Indian Tribe 401(k) match · 2024
Employer contribution per active participant$3,989
Median for plans this size$2,416
2024$3,989 per active participant
2023$4,392 per active participant
2022$3,663 per active participant

Cowlitz Indian Tribe'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 · 20243
KILEY JUERGENS WEALTH MANAGEMENT LL · Investment advisory (plan)$40,241
PROFESSIONAL BENEFIT SERVICES, INC · Contract administrator$22,195

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$99,729 · 0.69%
2023$69,595 · 0.60%
2022$79,567 · 0.81%
Similar plansHealth Care & Social Assistance · Washington
Northwest Center WA$16.5M · 0.56%
United Way of King County WA$16.4M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911265477 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.