Plan Ledger DOL Form 5500 · updated monthly

Southern Ute Indian Tribe Retirement Savings Plan401(k)

SOUTHERN UTE INDIAN TRIBE RETIREMENT SAVINGS PLAN · IGNACIO, CO · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Southern Ute Indian Tribe Retirement Savings Plan reported $6,857 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,364 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 0.01% to 0.00%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 60th-largest of 1,461 plans among Colorado employers on file, and the 32nd of 2,240 in accommodation & food services. In 2024, the employer put in $1.22 for every $1.00 employees contributed themselves; active participation has grown from 1,252 to 1,401 since 2022.

Plan summary
Net assets, end of year$303,194,065
Participants with balances1,993
Active participants1,401
Employer contributions$11,718,084
Employee contributions$9,586,945
Employer contribution per active participant$8,364
Average account balance$152,129
Benefits paid to participants$29,442,677
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$303.2M · 1,993 accts · $11.7M emplr
2023$266.5M · 1,849 accts · $10.4M emplr
2022$228.5M · 1,819 accts · $9.8M emplr
Administrative expenses, itemized · 2024
Investment management$68,889
Total administrative$6,857
The Southern Ute Indian Tribe Retirement Savings Plan 401(k) match · 2024
Employer contribution per active participant$8,364
Median for plans this size$4,294
2024$8,364 per active participant
2023$8,011 per active participant
2022$7,835 per active participant

Southern Ute Indian Tribe Retirement Savings Plan's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$68,889
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$6,857 · 0.00%
2023$3,545 · 0.00%
2022$25,185 · 0.01%
Same employer
Similar plansAccommodation & Food Services · Colorado
Accor Management US, Inc. $372.9M · 0.22%
Station Casinos LLC NV$313.2M · 0.23%
Ilitch Holdings, Inc. MI$306.7M · 0.22%
The Wendy's Company OH$294.0M · 0.13%
Chipotle Mexican Grill, Inc. CA$292.8M · 0.31%
Panera Bread Company MO$285.0M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 840404384 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.