Plan Ledger DOL Form 5500 · updated monthly

San Carlos Apache Tribal Gaming Enterprise401(k)

SAN CARLOS APACHE TRIBAL GAMING ENTERPRISE AND AFFILIATED COMPANIES 401(K) PLAN AND TRUST · SAN CARLOS, AZ · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

San Carlos Apache Tribal Gaming Enterprise reported $21,423 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $635 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 0.37% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Arizona (794th of 1,285), and 897th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,574,119
Participants with balances442
Active participants324
Employer contributions$205,674
Employee contributions$431,157
Employer contribution per active participant$635
Average account balance$12,611
Benefits paid to participants$570,655
Plan auditUnmodified (clean) audit opinion
AuditorBLUEBIRD CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 442 accts · $206K emplr
2023$5.0M · 453 accts · $189K emplr
2022$4.3M · 410 accts · $190K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,423
Total administrative$21,423
The San Carlos Apache Tribal Gaming Enterprise 401(k) match · 2024
Employer contribution per active participant$635
Median for plans this size$1,313
2024$635 per active participant
2023$559 per active participant
2022$581 per active participant

San Carlos Apache Tribal Gaming Enterprise's 2024 employer contribution ran below the $1,313 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 · 20241
SENTINEL BENEFITS GROUP, LLC · Recordkeeping$21,423

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

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

Administrative cost history3
2024$21,423 · 0.41%
2023$18,478 · 0.40%
2022$16,630 · 0.37%
Same employer
Similar plansArts, Entertainment & Recreation · Arizona
Cocopah Indian Tribe AZ$6.4M · 0.47%
Phoenix Art Museum AZ$3.9M · 0.09%
Arizona Science Center AZ$3.1M · 1.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860757281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.