Plan Ledger DOL Form 5500 · updated monthly

Tuolumne Band of Me-Wuk Indians401(k)

TUOLUMNE ME-WUK TRIBAL COUNCIL RETIREMENT 401(K) PLAN · TUOLUMNE, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Tuolumne Band of Me-Wuk Indians reported $81,705 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,301 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 0.36% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 2,636th-largest of 9,483 plans among California employers on file, and the 312th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 805 to 891 since 2022.

Plan summary
Net assets, end of year$30,583,363
Participants with balances645
Active participants891
Employer contributions$1,159,286
Employee contributions$2,165,662
Employer contribution per active participant$1,301
Average account balance$47,416
Benefits paid to participants$2,123,873
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.6M · 645 accts · $1.2M emplr
2023$26.3M · 654 accts · $1.0M emplr
2022$21.7M · 674 accts · $981K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,347
Investment management$26,358
Total administrative$81,705
The Tuolumne Band of Me-Wuk Indians 401(k) match · 2024
Employer contribution per active participant$1,301
Median for plans this size$2,416
2024$1,301 per active participant
2023$1,211 per active participant
2022$1,219 per active participant

Tuolumne Band of Me-Wuk Indians's 2024 employer contribution ran below the $2,416 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 · 20243
USI CONSULTING GROUP · Claims processing · Recordkeeping$20,687
CAPITAL GROUP RETIREMENT PLAN SVCS.$38,521
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$22,497

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$81,705 · 0.29%
2023$117,003 · 0.49%
2022$88,070 · 0.36%
Same employer
Similar plansArts, Entertainment & Recreation · California
Santa Cruz Seaside Company CA$34.8M · 0.10%
The Decurion Corporation CA$32.5M · 0.03%
The Gersh Agency CA$30.3M · 0.48%
The Olympic Club CA$29.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770121021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.