Confederated Tribes of the Umatilla Indian Reservation 401(k) match, vesting and fees
What Confederated Tribes of the Umatilla Indian Reservation's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Alpine Summit Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Confederated Tribes of the Umatilla Indian Reservation: employer contribution per participant | $2,843 | |
| Peer median | $1,431 |
| Confederated Tribes of the Umatilla Indian Reservation: average balance | $56,764 | |
| Peer median | $42,646 |
| Confederated Tribes of the Umatilla Indian Reservation: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $113M at the end of plan year 2021 to $150M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,052 | $150M | $7.5M | $2,843 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 2,849 | $127M | $6.7M | $2,788 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 2,960 | $103M | $5.5M | $2,202 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 2,864 | $113M | $4.9M | $2,142 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Confederated Tribes of the Umatilla Indian Reservation match 401(k) contributions?
The match terms for the Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $7.5M in employer contributions, about $2,843 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Confederated Tribes of the Umatilla Indian Reservation 401(k) match vested?
The vesting schedule for the Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Confederated Tribes of the Umatilla Indian Reservation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Confederated Tribes of the Umatilla Indian Reservation.
I left Confederated Tribes of the Umatilla Indian Reservation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Confederated Tribes of the Umatilla Indian Reservation, (541) 429-7191) or the recordkeeper, Newport Group, Inc.. The Confederated Tribes of the Umatilla Indian Reservation old 401(k) page lists the contacts from every plan filing. Find an old Confederated Tribes of the Umatilla Indian Reservation 401(k)
Data from the public Form 5500 annual reports Confederated Tribes of the Umatilla Indian Reservation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Confederated Tribes of the Umatilla Indian Reservation. Not financial advice. Report a correction · Methodology