Plan Snapshot
- Plan Sponsor: Alaska Airlines, INC.
- Sponsor EIN: 920009235
- Sponsor Address: P.O. BOX 68900-SEAHB, SEATTLE, WA, 981680900
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 3,363
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3,363 | $15.9M | $0 | $0 |
| 2024 | 3,249 | $12.9M | $14.0M | $0 |
| 2023 | 3,368 | $10.6M | $10.3M | $0 |
| 2022 | 3,291 | $11.7M | $14.3M | $0 |
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 |
|---|---|---|---|---|
| HARVEY WATT | Other Service Provider | $415,774 | — | $415,774 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $415,774
- Estimated Expense Ratio: 2.612% 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 |
|---|---|---|---|---|---|
| 2025 | $14,971,930 | — | — | — | — |
| 2024 | $337,237 | — | $337,237 | — | — |
| 2023 | $331,441 | — | $331,441 | — | — |
| 2022 | $101,955 | — | — | — | $101,955 |