Plan Ledger DOL Form 5500 · updated monthly

Kalispel Tribe of Indians401(k)

KALISPEL TRIBE OF INDIANS 401(K) PLAN · USK, WA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Kalispel Tribe of Indians reported $244,022 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $2,140 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 0.30% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 154th-largest of 1,714 plans among Washington employers on file, and the 166th of 3,341 in other services. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 1,883 to 2,336 since 2022.

Plan summary
Net assets, end of year$116,121,973
Participants with balances2,720
Active participants2,336
Employer contributions$4,998,099
Employee contributions$9,491,842
Employer contribution per active participant$2,140
Average account balance$42,692
Benefits paid to participants$8,322,743
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$116.1M · 2,720 accts · $5.0M emplr
2023$95.7M · 2,872 accts · $5.3M emplr
2022$77.1M · 2,424 accts · $7.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$244,022
Total administrative$244,022
The Kalispel Tribe of Indians 401(k) match · 2024
Employer contribution per active participant$2,140
Median for plans this size$3,635
2024$2,140 per active participant
2023$2,409 per active participant
2022$3,703 per active participant

Kalispel Tribe of Indians's 2024 employer contribution ran below the $3,635 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 · 20241

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$244,022 · 0.23%
2023$191,171 · 0.22%
2022$239,667 · 0.30%
Similar plansOther Services · Washington
Path WA$300.8M · 0.06%
Coinstar, LLC WA$96.0M · 0.10%
Comagine Health WA$67.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910875018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.