Plan Snapshot
- Plan Sponsor: Akeela, INC.
- Sponsor EIN: 920046154
- Sponsor Address: 360 W BENSON BLVD., STE 300, ANCHORAGE, AK, 99503
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 62 | $3.9M | $171,316 | $226,932 |
| 2023 | 76 | $3.7M | $168,777 | $270,057 |
| 2022 | 80 | $3.0M | $175,058 | $276,242 |
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 |
|---|---|---|---|---|
| ALTMAN, ROGERS & COMPANY | Auditor | — | — | $0 |
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 | $39,772 | $14,786 | $19,683 | — | — |
| 2023 | $35,706 | $13,104 | $17,939 | — | — |
| 2022 | $27,554 | $11,781 | $15,173 | — | — |