Plan Ledger DOL Form 5500 · updated monthly

Tolowa Dee-Ni' Nation401(k)

TOLOWA DEE-NI' NATION 401(K) PLAN · SMITH RIVER, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Tolowa Dee-Ni' Nation reported $11,949 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,890 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 0.05% to 0.13%. 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 California (5,400th of 9,483), and 672nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,179,021
Participants with balances248
Active participants289
Employer contributions$546,177
Employee contributions$795,487
Employer contribution per active participant$1,890
Average account balance$41,044
Benefits paid to participants$790,116
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 248 accts · $546K emplr
2023$8.5M · 229 accts · $487K emplr
2022$7.2M · 199 accts · $392K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,949
Total administrative$11,949
The Tolowa Dee-Ni' Nation 401(k) match · 2024
Employer contribution per active participant$1,890
Median for plans this size$1,313
2024$1,890 per active participant
2023$1,704 per active participant
2022$1,479 per active participant

Tolowa Dee-Ni' Nation's 2024 employer contribution ran above the $1,313 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 · 20242
EDWARD D. JONES & CO LP · Investment advisory (plan)$26,680
NH HICKS · Contract administrator$8,970

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$11,949 · 0.13%
2023$9,467 · 0.12%
2022$3,524 · 0.05%
Similar plansArts, Entertainment & Recreation · California
Range Media Partners LLC CA$10.9M · 0.01%
Riviera Golf & Tennis, Inc CA$10.8M · 0.56%
The Flea Market, Inc. CA$10.6M · 0.50%
Colusa Bingo & Casino CA$10.2M · 0.57%
Brentwood Country Club CA$9.9M · 0.03%
Uss Midway Museum CA$9.7M · 0.55%
Newport Diversified, Inc. CA$9.6M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680087275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.