How big is Santee Sioux Nation's plan?

Santee Sioux Nation's plan reported $1.4M in assets and 286 participants for 2024.

Original filing (PDF)20251015154847NAL0005041825001

Santee Sioux Nation

Name: Santee Sioux Nation — Collaborative Retirement Trust, Form 5500 (2024)
Creator: Santee Sioux Nation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Collaborative Retirement Trust

401(k) retirement plan · Santee Sioux Nation's Collaborative Retirement Trust held $1.4M in plan assets for 286 participants in 2024.

Signals · 2

Late participant contributions~81 bps in Sched C fees

Active participants

286

Accounts w/ balance

104

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Santee Sioux Nation's EIN is 47-0533471.

EIN 47-0533471

Plan number 001

Plan year 2024

ACK ID 20251015154847NAL0005041825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Santee Sioux Nation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Santee Sioux Nation's plan includes a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANTEE SIOUX NATION.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 91K (28% of contributions).
Total administrative cost in the bottom quartile of peers (12th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Plan sponsor

Name

SANTEE SIOUX NATION

EIN

all filings

Address

425 FRAZIER AVE N. · SUITE 2 · NIOBRABRA, NE · 68760

Phone

(407) 857-2302

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Name

COLLABORATIVE OFFICE SERVICES, LLC

EIN

84-3755476

City

RENO, NV

Phone

(203) 622-2000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

WALKER & ARMSTRONG LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
BELPOINTE ASSET MANAGEMENT	56-2641678	RENI, NV	NONE	$7K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
KTRADE	—	PLYMOUTH, IN	NONE	$5K	—
KTRADE	—	PLYMOUTH, IN	NONE

Investments

32 direct securities· $1.4M(100% of reported assets)

Mutual Funds

$604K

11 holdings

Other securities

$435K

8 holdings

Common Collective Trusts

$318K

10 holdings

Bonds / Notes

$34K

1 holding

Stable Value

$25K

1 holding

U.S. Treasuries

$24K

1 holding

					% of plan
BlackRock Strategic Income Opportunities Fund Mutual Fund 774 Goldman Sachs Large Cap Growth Insights Fund Mutual Fund	Other securities	—	—	$181K	12.6%
American Funds American Mutual Fund Mutual Fund	Mutual Funds	—	—	$166K	11.5%
Vanguard Equity Income Fund Mutual Fund	Mutual Funds	—	—	$121K	8.4%
Vanguard Mid-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$96K	6.6%
Vanguard Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$94K	6.5%
Putnam Small Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$90K	6.3%
MFS International Intrinsic Value Fund Mutual Fund	Mutual Funds	—	—	$87K	6.1%
JPMorgan International Equity Fund Mutual Fund	Other securities	—	—	$86K	5.9%
JPMorgan Mid Cap Equity Fund Mutual Fund	Other securities	—	—	$84K	5.8%
Vanguard Intermediate-Term Treasury Fund Mutual Fund	Mutual Funds	—	—	$55K	3.8%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$47K	3.2%
Vanguard 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$44K	3.1%
Loomis Sayles Investment Grade Bond Fund Mutual Fund	Other securities	—	—	$39K	2.7%
Participant Loans Interest rate 7.5% to 10.5%	Bonds / Notes	—	—	$34K	2.3%
Reliance MetLife Stable Value Fund Mutual Fund	Stable Value	—	—	$25K	1.7%
Lord Abbett Bond Debenture Fund Mutual Fund	U.S. Treasuries	—	—	$24K	1.7%
PIMCO International Bond Fund Mutual Fund	Mutual Funds	—	—	$23K	1.6%
Vanguard Small-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$22K	1.5%
Vanguard FTSE All-World Ex-US Index Fund Mutual Fund	Common Collective Trusts	—	—	$21K	1.5%
BlackRock High Yield Bond Portfolio Fund Mutual Fund	Other securities	—	—	$20K	1.4%
Vanguard Dividend Appreciation Index Fund Mutual Fund	Common Collective Trusts	—	—	$19K	1.3%
Loomis Sayles Strategic Income Fund Mutual Fund	Other securities	—	—	$10K	0.7%
Vanguard Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$9K	0.6%
Goldman Sachs Emerging Markets Equity Fund Mutual Fund	Other securities	—	—	$9K	0.6%
JPMorgan Limited Duration Bond Fund Mutual Fund	Other securities	—	—	$8K	0.5%
Vanguard High-Yield Corporate Fund Mutual Fund	Mutual Funds	—	—	$7K	0.5%
Vanguard Short-Term Corporate Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$7K	0.5%
Vanguard Intermediate-Term Corporate Bond Idx Fund Mutual Fund	Common Collective Trusts	—	—	$4K	0.2%
Vanguard Short-Term Treasury Fund Mutual Fund	Mutual Funds	—	—	$4K	0.2%
Vanguard Short-Term Federal Fund Mutual Fund	Mutual Funds	—	—	$3K	0.2%
Catalyst Buffered Shield Fund Mutual Fund 265 Schwab 1000 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2K	0.1%
Vanguard Inflation-Protected Securities Fund Mutual Fund	Mutual Funds	—	—	$1K	<0.1%