Plan Ledger DOL Form 5500 · updated monthly

Tlingit Haida Tribal Business Corporation401(k)

THTBC RETIREMENT PLAN · LYNWOOD, WA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Tlingit Haida Tribal Business Corporation reported $160,224 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,688 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 3 years on file its reported administrative ratio has held roughly steady near 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 461st-largest of 1,714 plans among Washington employers on file, and the 404th of 2,534 in administrative & support services. In 2024, the employer put in $1.40 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$35,174,367
Participants with balances1,274
Active participants1,457
Employer contributions$3,917,091
Employee contributions$2,805,526
Employer contribution per active participant$2,688
Average account balance$27,609
Benefits paid to participants$4,384,441
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.2M · 1,274 accts · $3.9M emplr
2023$27.8M · 882 accts · $3.2M emplr
2022$23.4M · 1,262 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,394
Investment management$40,000
Audit (IQPA)$25,830
Total administrative$160,224
The Tlingit Haida Tribal Business Corporation 401(k) match · 2024
Employer contribution per active participant$2,688
Median for plans this size$2,416
2024$2,688 per active participant
2023$3,573 per active participant
2022$1,812 per active participant

Tlingit Haida Tribal Business Corporation's 2024 employer contribution ran above 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$94,394
MMA SECURITIES · Investment advisory (plan)$40,000
FORVIS, LLP · Accounting / audit$25,830

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$160,224 · 0.51%
2023$154,690 · 0.60%
2022$125,140 · 0.53%
Same employer
Similar plansAdministrative & Support Services · Washington
Lindblad Expeditions, Inc WA$48.7M · 0.36%
Nuwest Group Holdings, LLC WA$25.1M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 800943513 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.