Plan Ledger DOL Form 5500 · updated monthly

Oneida Nation401(k)

ONEIDA NATION ENTERPRISE 401(K) PLAN · ONEIDA, WI · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Oneida Nation reported $132,906 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,563 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 0.24% to 0.33%. 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 463rd-largest of 1,936 plans among Wisconsin employers on file, and the 21st of 90 in public administration. In 2024, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,277,104
Participants with balances1,207
Active participants823
Employer contributions$2,109,257
Employee contributions$3,002,365
Employer contribution per active participant$2,563
Average account balance$35,855
Benefits paid to participants$4,907,862
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.3M · 1,207 accts · $2.1M emplr
2023$38.3M · 1,330 accts · $1.6M emplr
2022$31.7M · 1,329 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$132,906
Total administrative$132,906
The Oneida Nation 401(k) match · 2024
Employer contribution per active participant$2,563
Median for plans this size$2,416
2024$2,563 per active participant
2023$2,028 per active participant
2022$1,985 per active participant

Oneida Nation's 2024 employer contribution ran above the $2,416 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$132,906
LPL FINANCIAL SERVICES · Consulting · Insurance servicesindirect comp
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$132,906 · 0.33%
2023$91,434 · 0.26%
2022$86,251 · 0.24%
Same employer
Similar plansPublic Administration · Wisconsin
Sault Tribe MI$49.8M · 0.39%
The British Embassy DC$46.5M · 0.31%
Jamestown S'Klallam Tribe WA$34.5M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 396081138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.