Back to filter
Original filing (PDF)20250806125007NAL0002838081001
WHITE MOUNTAIN APACHE TRIBE
Form 5500
FILING_RECEIVED
WHITE MOUNTAIN APACHE TRIBE ENTERPRISE 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 28.7 mo
Active participants
490
Accounts w/ balance
220
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Filed 28.7 months past the 10.5-month grace window.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITE MOUNTAIN APACHE TRIBE.
Plan sponsor
Name
WHITE MOUNTAIN APACHE TRIBE
EIN
86-0092030
Address
1 EAST OAK STREET · WHITERIVER, AZ · 85941
Phone
(928) 338-2437
Industry
Public Administrationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2021-05-01
Tax period
2022-04-30
Filed
2025-08-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ALPINE SUMMIT CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO BANK, N.A. | 94-1347393 | — | RECORDKEEPER/BOOKEEPER | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
Investments
15 direct securities · 1 pooled fund· $4.2M(96% 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.
Uncategorized
$3.5M
15 holdings
Common Collective Trust
$723K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Allspring Growth Balanced A Mutual Funds | — | — | — | $861K | 19.6% | |
| Invesco Comstock R5 Mutual Funds | — | — | — | $745K | 16.9% | |
| GALLIARD STABLE RETURN PN WELLS FARGO · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $723K | 16.4% | |
| MFS Total Return Bond R3 Mutual Funds | — | — | — | $358K | 8.1% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Funds | — | — | — | $341K | 7.7% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Funds | — | — | — | $297K | 6.8% | |
| American Funds Growth Fund of Amer R6 Mutual Funds | — | — | — | $294K | 6.7% | |
| Participant Loans Loan principal balances | — | — | — | $226K | 5.1% | |
| MFS Research International R3 Mutual Funds | — | — | — | $180K | 4.1% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Funds | — | — | — | $73K | 1.7% | |
| American Funds 2010 Trgt Date Retire R6 Mutual Funds | — | — | — | $42K | 1.0% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Funds 197 American Funds 2050 Trgt Date Retire R6 Mutual Funds | — | — | — | $26K | 0.6% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Funds | — | — | — | $17K | 0.4% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Funds | — | — | — | $14K | 0.3% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Funds | — | — | — | $5K | 0.1% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Funds 47 American Funds 2060 Trgt Date Retire R6 Mutual Funds | — | — | — | $2K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Public Administration plans
SUNCOAST WORKFORCE BOARD INC.
CSS 401K RETIREMENT PLAN
$4.3M · 45 participants
NEW CASTLE CONSERVATION DISTRICT
NEW CASTLE CONSERVATION DISTRICT 401(K) PROFIT SHARING PLAN
$4.3M · 28 participants
LOUISIANA PUBLIC FACILITIES AUTHORI
LOUISIANA PUBLIC FACILITIES AUTHORITY EES
$4.3M · 12 participants
TREHAB
TREHAB 401(K) PROFIT SHARING PLAN
$4.2M · 91 participants
ILLINOIS SOYBEAN BOARD
ILLINOIS SOYBEAN BOARD 401(K) PLAN
$4.6M · 39 participants
HELPING HAND HOME FOR CHILDREN, INC.
HELPING HAND HOME FOR CHILDREN, INC. 401(K) PROFIT SHARING PLAN
$4.2M · 110 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants