Plan Snapshot
- Plan Sponsor: Ahtna, Incorporated
- Sponsor EIN: 920042242
- Sponsor Address: 110 W 38TH AVENUE SUITE 100, ANCHORAGE, AK, 99503
- Plan Type: 401(k)
- Total Participants: 573
- Total Assets: $56.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 573 | $56.8M | $1.7M | $4.7M |
| 2023 | 548 | $48.6M | $1.7M | $4.4M |
| 2022 | 561 | $42.2M | $1.5M | $4.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SWALLING & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SWALLING & ASSOCIATES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $163,929 | $59,558 | — | — | — |
| 2023 | $137,219 | $45,102 | — | — | — |
| 2022 | $146,091 | $52,601 | $93,480 | — | — |