Plan Snapshot
- Plan Sponsor: Bristol Bay Native Association
- Sponsor EIN: 920041473
- Sponsor Address: PO BOX 310, DILLINGHAM, AK, 99576
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $9.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 124 | $9.0M | $405,332 | $300,745 |
| 2023 | 126 | $8.4M | $375,368 | $278,498 |
| 2022 | 146 | $7.8M | $370,147 | $278,205 |
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 |
|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS | REGISTERED INVESTMENT AD | $32,394 | — | $32,394 |
| ROGERS, ALTMAN & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERA INVESTMENT ADVISORS — REGISTERED INVESTMENT AD
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,394
- Estimated Expense Ratio: 0.360% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |