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Original filing (PDF)20251014182830NAL0001759139001
TONTO APACHE TRIBE
Form 5500
FILING_RECEIVED
TONTO APACHE TRIBE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
290
Accounts w/ balance
266
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TONTO APACHE TRIBE.
Plan sponsor
Name
TONTO APACHE TRIBE
EIN
86-0275424
Address
#30 TONTO APACHE RESERVATION · PAYSON, AZ · 85541
Phone
(928) 474-5000
Industry
Public Administrationsee 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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ROBERT VINCENT MARTINE, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | NONE | $27K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $19K | — |
Investments
21 direct securities · 1 pooled fund· $8.2M(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.
Uncategorized
$8.2M
21 holdings
Common Collective Trust
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.9M | 22.8% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $992K | 12.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $859K | 10.4% | |
| Vanguard Total World Stock Index Adm Vanguard 0 | — | — | — | $824K | 10.0% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $613K | 7.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $480K | 5.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $470K | 5.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $468K | 5.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $398K | 4.8% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $252K | 3.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $234K | 2.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $156K | 1.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $137K | 1.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $105K | 1.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $98K | 1.2% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $95K | 1.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $86K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $72K | 0.9% | |
| JHancock Bond R6 John Hancock 0 | — | — | — | $12K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $5K | <0.1% | |
| BlackRock Mid-Cap Growth Equity K BlackRock 0 | — | — | — | $5K | <0.1% | |
| PUTNAM STABLE VALUE 25BPS PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4K | <0.1% |
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