# Akeela, INC. 401(k) Plan
Source: https://planprovider.pro/companies/akeela-inc-401k-plan

> Akeela, INC.'s 401(k) plan: 62 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MERRILL LYNCH|RGSTRD INV. ADVISOR|$14,786|—|$14,786|

| ALTMAN, ROGERS & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — RGSTRD INV. ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,786

- **Estimated Expense Ratio:** 0.380% of plan assets

### 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|—|—|

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