Southern Ute Indian Tribe Retirement Savings Plan 401(k) match, vesting and fees
What Southern Ute Indian Tribe Retirement Savings Plan'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 39 defined-contribution plans in accommodation and food services with 1,000 to 4,999 participants.
| Southern Ute Indian Tribe Retirement Savings Plan: employer contribution per participant | $6,225 | |
| Peer median | $974 |
| Southern Ute Indian Tribe Retirement Savings Plan: average balance | $170,627 | |
| Peer median | $36,444 |
| Southern Ute Indian Tribe Retirement Savings Plan: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.25% |
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 $284M at the end of plan year 2021 to $341M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,057 | $341M | $12.4M | $6,225 | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 2,057 | $303M | $11.7M | $5,880 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 1,884 | $267M | $10.4M | $5,632 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 1,862 | $229M | $9.8M | $5,393 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 1,829 | $284M | $8.5M | $4,651 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Southern Ute Indian Tribe Retirement Savings Plan match 401(k) contributions?
The match terms for the Southern Ute Indian Tribe Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $12.4M in employer contributions, about $6,225 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southern Ute Indian Tribe Retirement Savings Plan 401(k) match vested?
The vesting schedule for the Southern Ute Indian Tribe Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southern Ute Indian Tribe Retirement Savings Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Southern Ute Indian Tribe Retirement Savings Plan.
I left Southern Ute Indian Tribe Retirement Savings Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southern Ute Indian Tribe Retirement Savings Plan, (970) 563-2426) or the recordkeeper, Fidelity Investments Institutional. The Southern Ute Indian Tribe Retirement Savings Plan old 401(k) page lists the contacts from every plan filing. Find an old Southern Ute Indian Tribe Retirement Savings Plan 401(k)
Data from the public Form 5500 annual reports Southern Ute Indian Tribe Retirement Savings Plan filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Southern Ute Indian Tribe Retirement Savings Plan. Not financial advice. Report a correction · Methodology