Plan Ledger DOL Form 5500 · updated monthly

Mashantucket Pequot Tribe401(k)

MASHANTUCKET PEQUOT TRIBE 401(K) RETIREMENT PLAN · MASHANTUCKET, CT · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Mashantucket Pequot Tribe reported $44,545 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,358 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 0.009% to 0.011%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 63rd-largest of 1,106 plans among Connecticut employers on file, and the 24th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$424,904,514
Participants with balances4,100
Active participants4,288
Employer contributions$5,825,161
Employee contributions$14,630,004
Employer contribution per active participant$1,358
Average account balance$103,635
Benefits paid to participants$36,426,052
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$424.9M · 4,100 accts · $5.8M emplr
2023$402.9M · 4,194 accts · $5.6M emplr
2022$367.5M · 4,270 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,735
Audit (IQPA)$10,110
Total administrative$44,545
The Mashantucket Pequot Tribe 401(k) match · 2024
Employer contribution per active participant$1,358
Median for plans this size$4,294
2024$1,358 per active participant
2023$1,290 per active participant
2022$968 per active participant

Mashantucket Pequot Tribe's 2024 employer contribution ran below the $4,294 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
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$32,735
CARON & BLETZER, PLLC · Accounting / audit$10,110

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$44,545 · 0.01%
2023$78,101 · 0.02%
2022$36,569 · 0.01%
Same employer
Similar plansArts, Entertainment & Recreation · Connecticut
Warner Music Group NY$446.3M · 0.10%
Creative Artists Agency, LLC CA$436.8M · 0.04%
Varsity Brands, LLC TX$405.8M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060995554 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.