Original filing (PDF)20251008071829NAL0008936400001

CHITIMACHA TRIBE OF LOUISIANA

Name: CHITIMACHA TRIBE OF LOUISIANA — CHITIMACHA TRIBE OF LOUISIANA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHITIMACHA TRIBE OF LOUISIANA

Form 5500

FILING_RECEIVED

CHITIMACHA TRIBE OF LOUISIANA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

564

Accounts w/ balance

646

Plan assets (EOY)

$25.1M

Net assets (EOY)

$25.1M

How this plan invests

This plan

27 pooled trusts

Schedule D

21 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

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (22nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHITIMACHA TRIBE OF LOUISIANA.

Plan sponsor

Name

CHITIMACHA TRIBE OF LOUISIANA

EIN

72-0705406

Address

155 CHITIMACHA LOOP · CHARENTON, LA · 70523

Phone

(337) 923-4973

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$100K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RSM	42-0714325	—	SERVICE PROVIDER	$24K	—
NEP RETIREMENT INC	33-0905143

Investments

21 direct securities · 27 pooled funds· $46.0M(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.

Common Collective Trust

$23.2M

27 holdings

Common Collective Trusts

$18.2M

12 holdings

Other securities

$2.6M

7 holdings

Bonds / Notes

$1.1M

1 holding

Common Stock

$881K

1 holding

					% of plan
MyCompass Ind Mod 2035 Fd R Common Collective Trust	Common Collective Trusts	—	—	$8.4M	33.6%
MYCOMPASS INDEX MODERATE 2035 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097333 / PN 479	Common Collective Trust	—	—	$8.4M	33.6%
MyCompass Ind Mod 2045 Fd R Common Collective Trust	Common Collective Trusts	—	—	$4.2M	16.5%
MYCOMPASS INDEX MODERATE 2045 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097334 / PN 480	Common Collective Trust	—	—	$4.2M	16.5%
MyCompass Ind Mod Ret Fd R Common Collective Trust	Common Collective Trusts	—	—	$3.2M	12.8%
MYCOMPASS INDEX MODERATE RETIREMENT GREAT GRAY TRUST COMPANY · EIN 38-4097331 / PN 477	Common Collective Trust	—	—	$3.2M	12.8%
LARGE CAP GROWTH FUND IV R1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001	Common Collective Trust	—	—	$1.5M	6.1%
LARGE CAP VALUE FUND - FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426	Common Collective Trust	—	—	$1.2M	4.8%
Great Gray Trust Company MyCompass Index Moderate 2055 Fund	Other securities	—	—	$1.2M	4.6%
MYCOMPASS INDEX MODERATE 2055 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097335 / PN 481	Common Collective Trust	—	—	$1.2M	4.6%
October 10, 2029	Other securities	—	—	$1.1M	4.3%
LOAN FUND Participant Loans - Rates 4.25% to 9.50%	Bonds / Notes	—	—	$1.1M	4.3%
MyCompass Ind Cns Ret Fd R Common Collective Trust	Common Collective Trusts	—	—	$910K	3.6%
MYCOMPASS INDEX CONSERVATIVE RETIRE GREAT GRAY TRUST COMPANY · EIN 38-4097336 / PN 482	Common Collective Trust	—	—	$910K	3.6%
Group annuity contract, Voya* Voya Fixed Account	Common Stock	—	—	$881K	3.5%
SMALL CAP GROWTH FUND - FEE CLASS I GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487	Common Collective Trust	—	—	$452K	1.8%
MyCompass Ind Agg Ret Fd R Common Collective Trust	Common Collective Trusts	—	—	$330K	1.3%
MYCOMPASS INDEX AGGRESSIVE RETIREME GREAT GRAY TRUST COMPANY · EIN 38-4097326 / PN 472	Common Collective Trust	—	—	$330K	1.3%
BlkRck Equity Index Fund 1 Common Collective Trust	Common Collective Trusts	—	—	$317K	1.3%
BLACKROCK EQUITY INDEX FUND - CLASS GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001	Common Collective Trust	—	—	$317K	1.3%
BlkRck US Debt Index Fund 1 Common Collective Trust	Common Collective Trusts	—	—	$295K	1.2%
BLACKROCK U.S. DEBT INDEX FUND - CL GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010	Common Collective Trust	—	—	$295K	1.2%
Great Gray Trust Company MyCompass Index Aggressive 2045 Fund	Other securities	—	—	$152K	0.6%
MYCOMPASS INDEX AGGRESSIVE 2045 FUN GREAT GRAY TRUST COMPANY · EIN 38-4097329 / PN 475	Common Collective Trust	—	—	$152K	0.6%
MyCompass Ind Agg 2035 Fd R Common Collective Trust	Common Collective Trusts	—	—	$142K	0.6%
MYCOMPASS INDEX AGGRESSIVE 2035 FUN GREAT GRAY TRUST COMPANY · EIN 38-4097328 / PN 474	Common Collective Trust	—	—	$142K	0.6%
MID CAP GROWTH FUND - FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549	Common Collective Trust	—	—	$135K	0.5%
Great Gray Trust Company MyCompass Index Aggressive 2055 Fund	Other securities	—	—	$133K	0.5%
MYCOMPASS INDEX AGGRESSIVE 2055 FUN GREAT GRAY TRUST COMPANY · EIN 38-4097330 / PN 476	Common Collective Trust	—	—	$133K	0.5%
International Stock Fund I1 Common Collective Trust	Common Collective Trusts	—	—	$132K	0.5%
INTERNATIONAL STOCK FUND - CLASS II GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342	Common Collective Trust	—	—	$132K	0.5%
CORE BOND FUND - FEE CLASS T1 CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325	Common Collective Trust	—	—	$130K	0.5%
Core Bond Fund I1 Common Collective Trust	Common Collective Trusts	—	—	$130K	0.5%
SMALL CAP VALUE FUND - FEE CLASS I GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488	Common Collective Trust	—	—	$121K	0.5%
MyCompass Ind Mod 2065 Fd R Common Collective Trust	Common Collective Trusts	—	—	$72K	0.3%
MYCOMPASS INDEX MODERATE 2065 FUND GREAT GRAY TRUST COMPANY · EIN 38-7271385 / PN 766	Common Collective Trust	—	—	$72K	0.3%
Great Gray Trust Company MyCompass Index Conservative 2035 Fund	Other securities	—	—	$66K	0.3%
MYCOMPASS INDEX CONSERVATIVE 2035 F GREAT GRAY TRUST COMPANY · EIN 38-4097338 / PN 484	Common Collective Trust	—	—	$66K	0.3%
party date,rate of interest, collateral, par, or maturity date BlkRck EAFE Equity Index Fnd 1 Common Collective Trust	Common Collective Trusts	—	—	$52K	0.2%
BLACKROCK EAFE EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007	Common Collective Trust	—	—	$52K	0.2%
Great Gray Trust Company MyCompass Index Conservative 2045 Fund	Other securities	—	—	$20K	<0.1%
MYCOMPASS INDEX CONSERVATIVE 2045 F GREAT GRAY TRUST COMPANY · EIN 38-4097339 / PN 485	Common Collective Trust	—	—	$20K	<0.1%
Great Gray Trust Company MyCompass Index Aggressive 2065 Fund	Other securities	—	—	$8K	<0.1%
MYCOMPASS INDEX AGGRESSIVE 2065 FUN GREAT GRAY TRUST COMPANY · EIN 38-7271384 / PN 765	Common Collective Trust	—	—	$8K	<0.1%
MYCOMPASS INDEX AGGRESSIVE 2025 FUN GREAT GRAY TRUST COMPANY · EIN 38-4097327 / PN 473	Common Collective Trust	—	—	$0	<0.1%
MYCOMPASS INDEX CONSERVATIVE 2025 F GREAT GRAY TRUST COMPANY · EIN 38-4097337 / PN 483	Common Collective Trust	—	—	$0	<0.1%
MYCOMPASS INDEX CONSERVATIVE 2055 F GREAT GRAY TRUST COMPANY · EIN 38-4097340 / PN 486	Common Collective Trust	—	—	$0	<0.1%
MYCOMPASS INDEX MODERATE 2025 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097332 / PN 478	Common Collective Trust	—	—	$0	<0.1%