Plan Snapshot
- Plan Sponsor: Bristol Bay Native Corporation
- Sponsor EIN: 920042041
- Sponsor Address: 111 W. 16TH AVENUE, SUITE 400, ANCHORAGE, AK, 99501
- Plan Type: 401(k)
- Total Participants: 5,397
- Total Assets: $479.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,397 | $479.8M | $25.2M | $30.3M |
| 2023 | 5,015 | $414.8M | $23.2M | $26.5M |
| 2022 | 4,401 | $345.9M | $20.3M | $23.2M |
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 |
|---|---|---|---|---|
| NWPS | Recordkeeper | $417,764 | — | $417,764 |
| MATRIX TRUST | Other Service Provider | $101,650 | — | $101,650 |
| UBS FINANCIAL SERVICES INC. | Investment Advisor | $45,000 | — | $45,000 |
| MOSS ADAMS | Recordkeeper | $44,346 | — | $44,346 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — Recordkeeper
- UBS FINANCIAL SERVICES INC. — Investment Advisor
- MOSS ADAMS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $608,760
- Estimated Expense Ratio: 0.127% 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 | $608,760 | $45,000 | — | $44,346 | — |
| 2023 | $589,730 | $45,000 | — | $61,440 | — |
| 2022 | $539,082 | $400,139 | — | — | $138,943 |