Back to filter
Original filing (PDF)20251014123116NAL0003945792001
YAKAMA NATION LEGENDS CASINO
Form 5500
FILING_RECEIVED
YAKAMA NATION LEGENDS CASINO 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
737
Accounts w/ balance
337
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YAKAMA NATION LEGENDS CASINO.
Plan sponsor
Name
YAKAMA NATION LEGENDS CASINO
EIN
91-1740196
Address
580 FORT ROAD · TOPPENISH, WA · 98948
Phone
(509) 865-8800
Industry
Arts, Entertainment, Recreationsee 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
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)
Audit & trust (Schedule H)
Auditor
BLUEBIRD CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | SEATTLE, WA | NONE | $4K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | WESTLAKE, TX | NONE | $3K | — |
Investments
23 direct securities· $7.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Fundamental Invest R4 Mutual Fund | — | — | $1.2M | $1.6M | 21.4% | |
| Columbia Mid Cap Index Cl A Mutual Fund | — | — | $785K | $768K | 10.5% | |
| Invesco Equally Weighted S&P 500 A Mutual Fund | — | — | $649K | $752K | 10.3% | |
| Columbia Small Cap Index Class A Mutual Fund | — | — | $780K | $714K | 9.8% | |
| American Fd Small Cap World Fd R4 Mutual Fund | — | — | $347K | $407K | 5.6% | |
| Income Fund Of America R4 Mutual Fund | — | — | $337K | $359K | 4.9% | |
| American Fd 2050 Target Date Ret R4 Mutual Fund | — | — | $272K | $324K | 4.4% | |
| First Eagle Overseas Fund A Mutual Fund | — | — | $278K | $275K | 3.8% | |
| Lord Abbett Bond Debenture Cl A Mutual Fund | — | — | $273K | $256K | 3.5% | |
| American Fd 2060 Target Dt Rtrmt R4 Mutual Fund | — | — | $194K | $218K | 3.0% | |
| American Fd 2055 Target Date Ret R4 Mutual Fund | — | — | $159K | $197K | 2.7% | |
| American Fd 2035 Target Date Ret R4 Mutual Fund | — | — | $147K | $169K | 2.3% | |
| American Fd 2030 Target Date Ret R4 Mutual Fund | — | — | $133K | $148K | 2.0% | |
| American Fd New World Fd R4 Mutual Fund | — | — | $132K | $141K | 1.9% | |
| American Fd 2045 Target Date Ret R4 Mutual Fund | — | — | $112K | $133K | 1.8% | |
| American Fd 2040 Target Date Ret R4 Mutual Fund | — | — | $107K | $125K | 1.7% | |
| T Rowe Price Growth Stk Adv Mutual Fund | — | — | $99K | $123K | 1.7% | |
| Pimco Intl Bond Us Dollar Hedged Adm Mutual Fund | — | — | $113K | $110K | 1.5% | |
| American Fd 2025 Target Date Ret R4 Mutual Fund | — | — | $97K | $105K | 1.4% | |
| Pimco Investment Grade Credit Bd Adm Mutual Fund | — | — | $103K | $96K | 1.3% | |
| Schwab Value Advantage Money Fund Money Market Fund | — | — | $93K | $93K | 1.3% | |
| Thornburg Global Oppty Fd Cl R4 Mutual Fund | — | — | $35K | $38K | 0.5% | |
| American Fd 2010 Target Date Ret R4 Mutual Fund 172 American Fd 2020 Target Date Ret R4 Mutual Fund | — | — | $3K | $3K | <0.1% |