Keweenaw Bay Indian Community 401(k) match, vesting and fees
What Keweenaw Bay Indian Community'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Mrpr Group PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 152 defined-contribution plans in arts, entertainment, and recreation with 500 to 999 participants.
| Keweenaw Bay Indian Community: employer contribution per participant | $2,008 | |
| Peer median | $1,733 |
| Keweenaw Bay Indian Community: average balance | $59,119 | |
| Peer median | $56,463 |
| Keweenaw Bay Indian Community: admin expenses ÷ assets | 0.51% | |
| Peer median | 0.26% |
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 $30.7M at the end of plan year 2021 to $31.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 739 | $31.6M | $1.1M | $2,008 | 0.51% | Not published | Form 5500 ↗ |
| 2023 | 731 | $29.3M | $1M | $1,969 | 0.51% | Not published | Form 5500 ↗ |
| 2022 | 537 | $24.7M | $941K | $1,828 | 0.68% | Not published | Form 5500 ↗ |
| 2021 | 539 | $30.7M | $908K | $1,740 | 0.71% | Not published | Form 5500 ↗ |
Other Keweenaw Bay Indian Community plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Keweenaw Bay Indian Community Defined Benefit Plan
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 | Wells Fargo Inst Retirement & Trust | Schedule C ↗ |
| Independent auditor | Mrpr Group, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Keweenaw Bay Indian Community match 401(k) contributions?
The match terms for the Keweenaw Bay Indian Community 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $2,008 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Keweenaw Bay Indian Community 401(k) match vested?
The vesting schedule for the Keweenaw Bay Indian Community 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Keweenaw Bay Indian Community 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Keweenaw Bay Indian Community.
I left Keweenaw Bay Indian Community. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Keweenaw Bay Indian Community, (906) 353-6623) or the recordkeeper, Empower Annuity Insurance Company. The Keweenaw Bay Indian Community old 401(k) page lists the contacts from every plan filing. Find an old Keweenaw Bay Indian Community 401(k)
Data from the public Form 5500 annual reports Keweenaw Bay Indian Community 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 Keweenaw Bay Indian Community. Not financial advice. Report a correction · Methodology