Plan Snapshot
- Plan Sponsor: Calista Corporation
- Sponsor EIN: 920042507
- Sponsor Address: 5015 BUSINESS PARK BLVD SUITE 3000, ANCHORAGE, AK, 99503
- Plan Type: 401(k)
- Total Participants: 3,326
- Total Assets: $184.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 3,326 | $184.4M | $5.1M | $16.6M |
| 2023 | 2,624 | $151.5M | $4.4M | $13.9M |
| 2022 | 2,398 | $121.6M | $3.8M | $12.3M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — 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 | $332,714 | $55,815 | — | — | — |
| 2023 | $266,064 | $40,940 | — | — | — |
| 2022 | $298,613 | $74,361 | $224,252 | — | — |