Original filing (PDF)20251015165720NAL0005472913001

MISSISSIPPI BAND OF CHOCTAW INDIANS

Name: MISSISSIPPI BAND OF CHOCTAW INDIANS — MBCI TRIBAL GOVERNMENT ENTERPRISE 401(K) PLAN, Form 5500 (2024)
Creator: MISSISSIPPI BAND OF CHOCTAW INDIANS

Form 5500

FILING_RECEIVED

MBCI TRIBAL GOVERNMENT ENTERPRISE 401(K) PLAN

401(k) retirement plan

Signals · 3

Late participant contributions12% employer stockNo recordkeeper disclosed

Active participants

2,450

Accounts w/ balance

2,269

Plan assets (EOY)

$40.7M

Net assets (EOY)

$40.7M

How this plan invests

This plan

1 pooled trust

Schedule D

24 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade D

Below-average — multiple flags

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MISSISSIPPI BAND OF CHOCTAW INDIANS.

Plan sponsor

Name

MISSISSIPPI BAND OF CHOCTAW INDIANS

EIN

64-0345731

Address

PO BOX 6090 · CHOCTAW, MS · 39350

Phone

(601) 650-1579

Industry

Public Administrationsee all

Plan administrator

Name

SBSF

EIN

27-3232902

City

DULUTH, GA

Phone

(212) 564-2464

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$200K	—
ORENDA RETIREMENT	36-4877979	—	CONTRACT ADMINISTRATOR	$85K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

24 direct securities · 1 pooled fund· $40.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$29.8M

20 holdings

Common Stock

$5.0M

3 holdings

Common Collective Trust

$4.1M

1 holding

Bonds / Notes

$1.9M

1 holding

					% of plan
Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2060 Fd 297 Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2065 Fd 511 Fidelity Investments Registered Investment Company Fidelity 500 Index Fd	Other securities	—	—	$8.7M	21.5%
Fidelity Investments Registered Investment Company Fidelity US Bond Idx Fd	Other securities	—	—	$5.6M	13.7%
Fidelity Investments Registered Investment Company Fidelity International Index Fd	Other securities	—	—	$4.6M	11.4%
Capital Research & Mgmt Co Registered Investment Company Am Fds New World Fd -	Common Stock	—	—	$4.2M	10.3%
INVESCO STABLE VALUE TR CL 1 INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$4.1M	10.0%
Dodge & Cox Funds Registered Investment Company Dodge & Cox Income X Fd	Other securities	—	—	$2.4M	5.9%
Participant Loans Maturing through 2030 at Interest Rates from 4.25% to 10.5%	Bonds / Notes	—	—	$1.9M	4.6%
JP Morgan Funds Registered Investment Company JP Morgan Undisc Mgrs Behav Value Fd	Other securities	—	—	$1.3M	3.2%
JP Morgan Funds Registered Investment Company JP Morgan Large Cap Growth Fd	Other securities	—	—	$1.3M	3.1%
MFS Investment Mgmt Registered Investment Company MFS Intl Growth Fd	Other securities	—	—	$1.2M	3.0%
Fidelity Investments Registered Investment Company Fidelity Small Cap Growth Fd	Other securities	—	—	$996K	2.4%
JP Morgan Funds Registered Investment Company JP Morgan US Value Fd	Other securities	—	—	$758K	1.9%
Cohen & Steers Capital Mgmt Registered Investment Company Cohen & Steers Reak Estate Sec Fd	Other securities	—	—	$714K	1.8%
Capital Research & Mgmt Co Registered Investment Company Am Fds American Balanced Fd	Common Stock	—	—	$636K	1.6%
PIMCO Funds Registered Investment Company PIMCO Income Inst. Fd	Other securities	—	—	$631K	1.5%
Victory Capital Mgmt Registered Investment Company Victory Sycamore Est Value Fd	Other securities	—	—	$618K	1.5%
Macquarie Asset Mgmt Registered Investment Company Macquarie Mid Cap Growth Fd	Other securities	—	—	$411K	1.0%
Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2045 Fd	Other securities	—	—	$221K	0.5%
Fidelity Investments Registered Investment Company Fidelity Frdm Idx Income Fd 204 Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2025 Fd	Other securities	—	—	$162K	0.4%
Principal Life Insurance Company Insurance Company General Prin Fixed Inc Guar Option	Common Stock	—	—	$152K	0.4%
Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2040 Fd	Other securities	—	—	$108K	0.3%
Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2055 Fd	Other securities	—	—	$38K	<0.1%
Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2050 Fd	Other securities	—	—	$11K	<0.1%
Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2030 Fd	Other securities	—	—	$9K	<0.1%
Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2035 Fd	Other securities	—	—	$9K	<0.1%