Plan Snapshot
- Plan Sponsor: Alaska Pacific University
- Sponsor EIN: 920023588
- Sponsor Address: 4101 UNIVERSITY DRIVE, ANCHORAGE, AK, 99508
- Plan Type: 403(b)
- Total Participants: 140
- Total Assets: $23.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 140 | $23.6M | $369,958 | $573,301 |
| 2023 | 124 | $21.0M | $321,824 | $517,628 |
| 2022 | 113 | $18.5M | $384,868 | $273,729 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, 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 | $8,532 | — | $8,532 | — | — |
| 2023 | $22,081 | — | $22,081 | — | — |
| 2022 | $13,030 | — | $13,030 | — | — |