Plan Ledger DOL Form 5500 · updated monthly

Quechan Indian Tribe401(k)

QUECHAN INDIAN TRIBE EMPLOYEE SAVINGS AND RETIREMENT PLAN · WINTERHAVEN, CA · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Quechan Indian Tribe reported $136,875 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~90% of peers. Employer contributions averaged $925 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 0.63% to 0.90%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 4,160th-largest of 9,483 plans among California employers on file, and the 366th of 2,240 in accommodation & food services. In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,377,919
Participants with balances797
Active participants930
Employer contributions$860,657
Employee contributions$1,284,003
Employer contribution per active participant$925
Average account balance$20,549
Benefits paid to participants$1,250,673
Plan auditUnmodified (clean) audit opinion
AuditorREDW LLC
Plan history3
Yearassets · accounts · employer contribution
2024$16.4M · 797 accts · $861K emplr
2023$13.9M · 727 accts · $749K emplr
2022$11.2M · 679 accts · $635K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,221
Investment management$47,054
Audit (IQPA)$17,600
Total administrative$136,875
The Quechan Indian Tribe 401(k) match · 2024
Employer contribution per active participant$925
Median for plans this size$2,416
2024$925 per active participant
2023$853 per active participant
2022$747 per active participant

Quechan Indian Tribe's 2024 employer contribution ran below the $2,416 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 · 20243
JOHN HANCOCK · Recordkeeping · Investment management$72,735
PFG ADVISORS LLC · Investment advisory (participants)$46,541
REDW LLC · Accounting / audit$17,600

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$136,875 · 0.90%
2023$97,558 · 0.78%
2022$75,104 · 0.63%
Similar plansAccommodation & Food Services · California
Pleasant Travel Service CA$17.2M · 0.05%
Sun Hill Properties, Inc. CA$16.9M · 0.66%
Burning Man Project CA$16.5M · 0.01%
Alisal Properties, Inc. CA$16.3M · 0.56%
Bakkavor Foods USA, Inc. CA$16.0M · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860211181 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.