Plan Ledger DOL Form 5500 · updated monthly

Tonto Apache Tribe401(k)

TONTO APACHE TRIBE RETIREMENT PLAN · PAYSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Tonto Apache Tribe reported $46,111 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $871 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 0.46% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other public administration employers. By assets it is among the smaller plans on file in Arizona (648th of 1,285), and 54th of 90 in public administration. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 237 to 290 since 2022.

Plan summary
Net assets, end of year$8,262,164
Participants with balances266
Active participants290
Employer contributions$252,620
Employee contributions$506,277
Employer contribution per active participant$871
Average account balance$31,061
Benefits paid to participants$603,962
Plan auditUnmodified (clean) audit opinion
AuditorROBERT VINCENT MARTINE, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 266 accts · $253K emplr
2023$7.1M · 267 accts · $256K emplr
2022$5.9M · 252 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,265
Investment management$26,846
Total administrative$46,111
The Tonto Apache Tribe 401(k) match · 2024
Employer contribution per active participant$871
Median for plans this size$1,313
2024$871 per active participant
2023$973 per active participant
2022$970 per active participant

Tonto Apache Tribe's 2024 employer contribution ran below 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$19,265
CREATIVE PLANNING LLC · Investment advisory (plan)$26,846

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$46,111 · 0.60%
2023$41,567 · 0.64%
2022$29,467 · 0.46%
Same employer
Similar plansPublic Administration · Arizona
Salt River Materials Group AZ$89.3M · 0.07%
Pascua Yaqui Tribe AZ$75.6M · 0.09%
Yavapai Apache Nation AZ$7.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860275424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.