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: 357
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 357 | $7.8M | $186,543 | $280,842 |
| 2023 | 331 | $8.0M | $1.3M | $389,578 |
| 2022 | 836 | $13.5M | $2.0M | $596,887 |
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 | $40,588 | — | — | — | — |
| 2023 | $77,698 | $2,291 | — | — | — |
| 2022 | $66,087 | $6,954 | $59,133 | — | — |