Plan Ledger DOL Form 5500 · updated monthly

Sac & Fox Tribe of the Mississippi in Iowa401(k)

SAC & FOX OF THE MISSISSIPPI IN IOWA/MESKWAKI RETIREMENT PLAN · TAMA, IA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Sac & Fox Tribe of the Mississippi in Iowa reported $21,386 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,887 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 0.09%. 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 350th-largest of 878 plans among Iowa employers on file, and the 32nd of 90 in public administration. In 2024, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,435,460
Participants with balances459
Active participants491
Employer contributions$926,431
Employee contributions$1,348,641
Employer contribution per active participant$1,887
Average account balance$53,236
Benefits paid to participants$2,010,862
Plan auditUnmodified (clean) audit opinion
AuditorHENJES, CONNER & WILLIAMS PC
Plan history3
Yearassets · accounts · employer contribution
2024$24.4M · 459 accts · $926K emplr
2023$22.1M · 452 accts · $914K emplr
2022$18.9M · 473 accts · $924K emplr
Administrative expenses, itemized · 2024
Investment management$16,847
Trustee / custodial$4,539
Total administrative$21,386
The Sac & Fox Tribe of the Mississippi in Iowa 401(k) match · 2024
Employer contribution per active participant$1,887
Median for plans this size$2,416
2024$1,887 per active participant
2023$1,881 per active participant
2022$1,882 per active participant

Sac & Fox Tribe of the Mississippi in Iowa's 2024 employer contribution ran below 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
SECURITY NATIONAL BANK · Recordkeeping · Investment management$16,847
CHARLES SCHWAB TRUST BANK · Investment management · Custodial (securities)$4,539
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect 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
2024SECURITY NATIONAL BANK
2023SECURITY NATIONAL BANK

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Administrative cost history3
2024$21,386 · 0.09%
2023$32,019 · 0.16%
2022$58,335 · 0.28%
Similar plansPublic Administration · Iowa
Squaxin Island Tribe WA$28.4M · 0.28%
Redding Rancheria CA$25.6M · 0.06%
Pueblo of Laguna NM$25.5M · 0.55%
Quinault Indian Nation WA$21.3M · 0.35%
Jobsohio OH$17.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 416053373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.