Plan Snapshot
- Plan Sponsor: Alaska Airlines, INC.
- Sponsor EIN: 920009235
- Sponsor Address: PO BOX 68900 - SEAHB, SEATTLE, WA, 98168
- Plan Type: 401(k)
- Total Participants: 3,116
- Total Assets: $761.6M
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 | 3,116 | $761.6M | $24.2M | $34.6M |
| 2023 | 3,093 | $664.5M | $23.0M | $31.0M |
| 2022 | 2,748 | $570.2M | $16.0M | $25.6M |
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 |
|---|---|---|---|---|
| CLARK NUBER PS | 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 | $241,355 | $222,850 | — | — | — |
| 2023 | $358,569 | $14,638 | — | — | — |
| 2022 | $430,434 | — | — | — | — |