Plan Ledger DOL Form 5500 · updated monthly

Elk Valley Rancheria401(k)

ELK VALLEY RANCHERIA 401(K) PROFIT SHARING PLAN & TRUST · CRESCENT CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Elk Valley Rancheria reported $26,834 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.69% to 0.63%. 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 California (7,209th of 9,483), and 966th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$4,446,850
Participants with balances230
Active participants198
Employer contributions$0
Employee contributions$322,355
Employer contribution per active participant$0
Average account balance$19,334
Benefits paid to participants$430,846
Plan auditUnmodified (clean) audit opinion
AuditorBLUEBIRDCPAS
Plan history3
Yearassets · accounts · employer contribution
2024$4.4M · 230 accts
2023$4.1M · 229 accts
2022$3.7M · 223 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,272
Investment management$9,702
Trustee / custodial$860
Total administrative$26,834
The Elk Valley Rancheria 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Elk Valley Rancheria's 2024 employer contribution ran below the $1,313 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
PAYCHEX, INC. · Recordkeeping$16,785
OSAIC ADVISORY SERVICES, LLC · Investment advisory (participants)$5,196

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

Recordkeeper by year2
2024Paychex
2023Paychex, TRIAD ADVISORS LLC

This plan has changed recordkeepers within these filings. If you left Elk Valley Rancheria before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$26,834 · 0.63%
2023$27,275 · 0.70%
2022$27,701 · 0.69%
Same employer
Similar plansArts, Entertainment & Recreation · California
The Hettema Group CA$4.9M · 0.09%
Glen Ivy Hot Springs CA$4.5M · 0.51%
Gold Country Casino CA$4.4M · 0.09%
The Reserve Club CA$4.4M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680074968 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.