Original filing (PDF)20251029115556NAL0001744930001

CONFEDERATED TRIBES OF THE WARM SPRINGS RESERVATION OF OREGON

Name: CONFEDERATED TRIBES OF THE WARM SPRINGS RESERVATION OF OREGON — THE CONFEDERATED TRIBES OF WARM SPRINGS ENTERPRISE 401(K) PLAN, Form 5500 (2024)
Creator: CONFEDERATED TRIBES OF THE WARM SPRINGS RESERVATION OF OREGON

Form 5500

FILING_RECEIVED

THE CONFEDERATED TRIBES OF WARM SPRINGS ENTERPRISE 401(K) PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

186

Accounts w/ balance

385

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Delinquent participant contributions reported (Schedule H 4a) — 15K (3% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONFEDERATED TRIBES OF THE WARM SPRINGS RESERVATION OF OREGON.

Plan sponsor

Name

CONFEDERATED TRIBES OF THE WARM SPRINGS RESERVATION OF OREGON

EIN

93-0383362

Address

3236 HWY 26 · WARM SPRINGS, OR · 97761

Phone

(541) 460-7731

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

2025-10-29

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)

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BOKF, NA	—	TULSA, OK	TRUSTEE	$18K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALPINE SUMMIT CPAS	84-1839663	POST FALLS, ID	NONE	$12K	—

Investments

25 direct securities· $6.6M(100% of reported assets)

Other securities

$6.5M

24 holdings

Cash / Money Market

$20K

1 holding

					% of plan
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2040 FUND Mutual Fund -	Other securities	—	—	$1.2M	17.9%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2030 FUND Mutual Fund -	Other securities	—	—	$973K	14.8%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020 FUND Mutual Fund -	Other securities	—	—	$699K	10.7%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2035 FUND Mutual Fund -	Other securities	—	—	$675K	10.3%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2025 FUND Mutual Fund -	Other securities	—	—	$522K	8.0%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2050 FUND Mutual Fund -	Other securities	—	—	$490K	7.5%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2055 FUND Mutual Fund -	Other securities	—	—	$479K	7.3%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2045 FUND Mutual Fund -	Other securities	—	—	$428K	6.5%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2060 FUND Mutual Fund -	Other securities	—	—	$266K	4.0%
FIDELITY 500 INDEX FUND Mutual Fund -	Other securities	—	—	$134K	2.0%
VANGUARD TARGET RETIRMENT FUND Mutual Fund -	Other securities	—	—	$128K	1.9%
T. ROWE PRICE GROWTH STOCK I CLASS Mutual Fund -	Other securities	—	—	$126K	1.9%
VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES Mutual Fund -	Other securities	—	—	$73K	1.1%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2065 FUND Mutual Fund -	Other securities	—	—	$60K	0.9%
MFS VALUE FUND CLASS R6 Mutual Fund -	Other securities	—	—	$55K	0.8%
FIDELITY INTERNATIONAL INDEX FUND Mutual Fund -	Other securities	—	—	$51K	0.8%
AMERICAN FUNDS EUROPACIFIC GEROWTH FUND CLASS R-6 Mutual Fund -	Other securities	—	—	$46K	0.7%
VANGUARD SHORT-TERM BOND INDEX FUND ADMIRAL SHARES Mutual Fund -	Other securities	—	—	$46K	0.7%
VANGUARD SMALL-CAP INDEX FUND ADMIRAL SHARES Mutual Fund -	Other securities	—	—	$35K	0.5%
METROPOLITAN WEST TOTAL RETURN BOND FUND PLAN CLASS Mutual Fund -	Other securities	—	—	$25K	0.4%
Cash Non-interest bearing cash -	Cash / Money Market	—	—	$20K	0.3%
Transferred Late to Plan Not Corrected Outside VFCP 2002-51 $ 14,805 -	Other securities	—	—	$15K	0.2%
INVESCO GOVERNMENT & AGNECY PORTFOLIO INSITUTIONAL CLASS Mutual Fund -	Other securities	—	—	$13K	0.2%
Accrued Dividends Accrued Assets -	Other securities	—	—	$11K	0.2%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2070 FUND Mutual Fund -	Other securities	—	—	$10K	0.2%