Plan Ledger DOL Form 5500 · updated monthly

Puyallup Tribal Enterprises, Inc.401(k)

PUYALLUP TRIBAL ENTERPRISES, INC. 401(K) PLAN · FIFE, WA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Puyallup Tribal Enterprises, Inc. reported $19,465 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,739 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 fell from 0.28% to 0.25%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Washington (1,157th of 1,714), and the 1,112th of 2,534 in administrative & support services. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has grown from 83 to 114 since 2022.

Plan summary
Net assets, end of year$8,369,463
Participants with balances142
Active participants114
Employer contributions$198,267
Employee contributions$469,078
Employer contribution per active participant$1,739
Average account balance$58,940
Benefits paid to participants$584,904
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 142 accts · $198K emplr
2023$7.2M · 180 accts · $588K emplr
2022$4.3M · 120 accts · $390K emplr
The Puyallup Tribal Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$1,739
Median for plans this size$1,313
2024$1,739 per active participant
2023$4,197 per active participant
2022$4,695 per active participant

Puyallup Tribal Enterprises, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
JOHN HANCOCK USA · Recordkeeping · Investment management$11,156
RBC CAPITAL MARKETS CORP · Investment advisory (participants)$5,031

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$19,465 · 0.25%
2023$13,968 · 0.24%
2022$11,357 · 0.28%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 911476458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.