Plan Ledger DOL Form 5500 · updated monthly

Morongo Band of Mission Indians401(k)

MORONGO BAND OF MISSION INDIANS 401(K) RETIREMENT PLAN · BANNING, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Morongo Band of Mission Indians reported $72,300 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $1,359 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 0.07% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,159th-largest of 9,483 plans among California employers on file, and the 118th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$84,679,414
Participants with balances1,478
Active participants2,419
Employer contributions$3,286,415
Employee contributions$7,368,594
Employer contribution per active participant$1,359
Average account balance$57,293
Benefits paid to participants$7,806,587
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$84.7M · 1,478 accts · $3.3M emplr
2023$71.8M · 1,471 accts · $3.1M emplr
2022$56.5M · 1,428 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,300
Total administrative$72,300
The Morongo Band of Mission Indians 401(k) match · 2024
Employer contribution per active participant$1,359
Median for plans this size$3,635
2024$1,359 per active participant
2023$1,303 per active participant
2022$1,300 per active participant

Morongo Band of Mission Indians's 2024 employer contribution ran below the $3,635 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
TRI-AD ACTUARIES, INC. · Contract administrator · Recordkeeping$72,300
CHARLES SCHWAB & CO, INC. · Investment managementindirect comp

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

Recordkeeper by year2
2024TRI-AD ACTUARIES, INC.
2023TRI-AD ACTUARIES, INC.

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

Administrative cost history3
2024$72,300 · 0.09%
2023$56,547 · 0.09%
2022$39,320 · 0.07%
Similar plansArts, Entertainment & Recreation · California
Hawaiian Gardens Casino CA$79.6M · 0.24%
Tlbfp, LLC CA$76.1M · 0.02%
Padres LP CA$66.4M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 952754308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.