Plan Ledger DOL Form 5500 · updated monthly

Pascua Yaqui Tribe401(k)

PASCUA YAQUI TRIBE ENTERPRISE 401(K) PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Pascua Yaqui Tribe reported $61,647 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $1,828 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 3 years on file its reported administrative ratio has held roughly steady near 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other public administration employers. By assets it is the 142nd-largest of 1,285 plans among Arizona employers on file, and the 10th of 90 in public administration. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$75,614,036
Participants with balances1,675
Active participants1,882
Employer contributions$3,439,786
Employee contributions$3,009,646
Employer contribution per active participant$1,828
Average account balance$45,143
Benefits paid to participants$6,141,118
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.6M · 1,675 accts · $3.4M emplr
2023$66.8M · 1,772 accts · $3.4M emplr
2022$55.7M · 1,706 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,647
Total administrative$61,647
The Pascua Yaqui Tribe 401(k) match · 2024
Employer contribution per active participant$1,828
Median for plans this size$3,635
2024$1,828 per active participant
2023$1,854 per active participant
2022$1,795 per active participant

Pascua Yaqui Tribe'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$91,797
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$61,647 · 0.09%
2023$60,338 · 0.10%
2022$51,869 · 0.08%
Similar plansPublic Administration · Arizona
Salt River Materials Group AZ$89.3M · 0.07%
Tonto Apache Tribe AZ$8.3M · 0.60%
Yavapai Apache Nation AZ$7.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860203228 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.