Plan Ledger DOL Form 5500 · updated monthly

Cowlitz Tribal Gaming Authority dba Ilani401(k)

ILANI 401(K) RETIREMENT SAVINGS PLAN · RIDGEFIELD, WA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Cowlitz Tribal Gaming Authority dba Ilani reported $22,963 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $915 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 0.16% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 742nd-largest of 1,714 plans among Washington employers on file, and the 449th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 1,043 to 1,344 since 2022.

Plan summary
Net assets, end of year$18,277,447
Participants with balances486
Active participants1,344
Employer contributions$1,229,935
Employee contributions$2,489,550
Employer contribution per active participant$915
Average account balance$37,608
Benefits paid to participants$1,099,622
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.3M · 486 accts · $1.2M emplr
2023$13.5M · 589 accts · $983K emplr
2022$10.0M · 528 accts · $878K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,059
Trustee / custodial$4,904
Total administrative$22,963
The Cowlitz Tribal Gaming Authority dba Ilani 401(k) match · 2024
Employer contribution per active participant$915
Median for plans this size$2,416
2024$915 per active participant
2023$788 per active participant
2022$841 per active participant

Cowlitz Tribal Gaming Authority dba Ilani's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
USI CONSULTING GROUP · Recordkeeping · Loan processing$18,059
CHARLES SCHWAB BANK/TRUST COMPANY · Custodial · Custodial (securities)$4,903

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

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

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

Administrative cost history3
2024$22,963 · 0.14%
2023$18,430 · 0.16%
2022$15,602 · 0.16%
Same employer
Similar plansArts, Entertainment & Recreation · Washington
Angel of the Winds Casino WA$21.3M · 0.37%
Seattle Art Museum WA$19.6M · 0.01%
Nisqually Red Wind Casino WA$18.7M · 0.39%
Pro Sports Club WA$18.5M · 0.39%
Washington Athletic Club WA$16.4M · 0.36%
Museum of Flight Foundation WA$14.6M · 0.23%
Seattle Aquarium Society WA$14.5M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462455122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.