Plan Ledger DOL Form 5500 · updated monthly

Mooretown Rancheria401(k)

MOORETOWN RANCHERIA COMMERCIAL SAVINGS AND RETIREMENT PLAN · OROVILLE, CA · plan year 2023

Reported admin expense ratio · 2023
0.49%

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

Mooretown Rancheria reported $17,437 in plan administrative expenses for 2023: 0.49% of average plan assets, below the peer median. Employer contributions averaged $21 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 has held roughly steady near 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (7,437th of 9,483), and 1,009th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $25.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,882,757
Participants with balances96
Active participants513
Employer contributions$10,785
Employee contributions$269,635
Employer contribution per active participant$21
Average account balance$40,445
Benefits paid to participants$174,862
Plan auditUnmodified (clean) audit opinion
AuditorBLUEBIRD CPAS
Plan history2
Yearassets · accounts · employer contribution
2023$3.9M · 96 accts · $11K emplr
2022$3.3M · 102 accts · $11K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,581
Total administrative$17,437
The Mooretown Rancheria 401(k) match · 2023
Employer contribution per active participant$21
Median for plans this size$1,308
2023$21 per active participant
2022$19 per active participant

Mooretown Rancheria's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TRANSAMERICA LIFE INSURANCE CO · Recordkeeping · Loan processing$12,281
BIDWELL CONSULTING SERVICES, INC · Recordkeeping · Loan processing$5,156

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

Administrative cost history2
2023$17,437 · 0.49%
2022$18,203 · 0.51%
Similar plansArts, Entertainment & Recreation · California
California Grand Casino CA$4.2M · 0.51%
O.A.R.S. Companies, Inc. CA$4.0M · 0.58%
Blue Lake Casino CA$3.5M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680152435 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.