# Bristol Bay Native Association 401(k) Plan
Source: https://planprovider.pro/companies/bristol-bay-native-association-plan-001

> Bristol Bay Native Association&#39;s 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alera-investment-advisors-llc) — 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|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bristol-bay-native-association-plan-001)

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