Plan Ledger DOL Form 5500 · updated monthly

The Viejas Band of Kumeyaay Indians401(k)

VIEJAS RETIREMENT PROGRAM · ALPINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

The Viejas Band of Kumeyaay Indians reported $74,597 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $596 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 0.52% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 1,553rd-largest of 9,483 plans among California employers on file, and the 363rd of 3,341 in other services. In 2024, employees put in $5.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$58,710,901
Participants with balances2,121
Active participants1,632
Employer contributions$972,405
Employee contributions$5,473,274
Employer contribution per active participant$596
Average account balance$27,681
Benefits paid to participants$5,939,064
Plan auditUnmodified (clean) audit opinion
AuditorPKF SAN DIEGO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$58.7M · 2,121 accts · $972K emplr
2023$52.4M · 2,382 accts · $874K emplr
2022$46.1M · 2,602 accts · $715K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,597
Total administrative$74,597
The The Viejas Band of Kumeyaay Indians 401(k) match · 2024
Employer contribution per active participant$596
Median for plans this size$3,635
2024$596 per active participant
2023$551 per active participant
2022$474 per active participant

The Viejas Band of Kumeyaay Indians's 2024 employer contribution ran below the $3,635 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$1,676

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$74,597 · 0.13%
2023$91,233 · 0.19%
2022$254,499 · 0.52%
Same employer
Similar plansOther Services · California
The California Endowment CA$63.3M · 0.07%
Planet Labs Pbc CA$57.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330409825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.