Plan Ledger DOL Form 5500 · updated monthly

Jamestown S'Klallam Tribe401(k)

JAMESTOWN S'KLALLAM TRIBE 401(K) PROFIT SHARING PLAN · SEQUIM, WA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Jamestown S'Klallam Tribe reported $143,634 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $4,529 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 0.38% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other public administration employers. By assets it is the 472nd-largest of 1,714 plans among Washington employers on file, and the 24th of 90 in public administration. In 2024, employees put in $1.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,529,719
Participants with balances521
Active participants423
Employer contributions$1,915,729
Employee contributions$2,183,383
Employer contribution per active participant$4,529
Average account balance$66,276
Benefits paid to participants$910,314
Plan history2
Yearassets · accounts · employer contribution
2024$34.5M · 521 accts · $1.9M emplr
2022$22.2M · 419 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,687
Investment management$30,473
Total administrative$143,634
The Jamestown S'Klallam Tribe 401(k) match · 2024
Employer contribution per active participant$4,529
Median for plans this size$2,416
2024$4,529 per active participant
2022$3,109 per active participant

Jamestown S'Klallam Tribe's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$82,687
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$60,947

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

Administrative cost history2
2024$143,634 · 0.46%
2022$91,727 · 0.38%
Same employer
Similar plansPublic Administration · Washington
Swinomish Tribal Community WA$58.3M · 0.12%
Oneida Nation WI$43.3M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910963298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.