Plan Snapshot
- Plan Sponsor: Aleutian Pribilof Islands Association INC.
- Sponsor EIN: 920073013
- Sponsor Address: 1131 E INTERNATIONAL AIRPORT ROAD, ANCHORAGE, AK, 99518
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $24.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 174 | $24.3M | $1.1M | $815,768 |
| 2023 | 152 | $20.1M | $979,443 | $801,884 |
| 2022 | 146 | $17.1M | $887,259 | $675,883 |
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 |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | INVESTMENT ADVISORY | $31,169 | — | $31,169 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $19,519 | — | $19,519 |
| PORTER & ALLISON, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS LLC — INVESTMENT ADVISORY
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- PORTER & ALLISON, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,688
- Estimated Expense Ratio: 0.209% 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 | $50,688 | $31,169 | — | — | — |
| 2023 | $45,163 | $35,444 | — | — | — |
| 2022 | $40,051 | $17,784 | — | — | $15,523 |