Plan Ledger DOL Form 5500 · updated monthly

White Mountain Apache Tribe401(k)

WHITE MOUNTAIN APACHE TRIBE ENTERPRISE 401(K) PLAN · WHITERIVER, AZ · plan year 2023

Reported admin expense ratio · 2023
0.30%

White Mountain Apache Tribe reported $13,221 in plan administrative expenses for 2023: 0.30% of average plan assets, below the peer median. 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 0.14% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other public administration employers. By assets it is among the smaller plans on file in Arizona (861st of 1,285), and 64th of 90 in public administration. active participation has grown from 490 to 661 since 2021.

Plan summary
Net assets, end of year$4,668,325
Participants with balances238
Active participants661
Employer contributions—
Employee contributions$360,467
Employer contribution per active participant—
Average account balance$19,615
Benefits paid to participants$264,149
Plan auditUnmodified (clean) audit opinion
AuditorALPINE SUMMIT CPAS
Plan history3
Yearassets · accounts · employer contribution
2023$4.7M · 238 accts
2022$4.2M · 220 accts
2021$4.4M · 220 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,221
Total administrative$13,221
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$13,221

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

Administrative cost history3
2023$13,221 · 0.30%
2022$37,603 · 0.88%
2021$6,295 · 0.14%
Similar plansPublic Administration · Arizona
Pascua Yaqui Tribe AZ$75.6M · 0.09%
Tonto Apache Tribe AZ$8.3M · 0.60%
Yavapai Apache Nation AZ$7.5M · 0.11%
Grand Portage R.T.C. MN$5.1M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 860092030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.