Plan Snapshot
- Plan Sponsor: Chugachmiut
- Sponsor EIN: 920046614
- Sponsor Address: 1840 BRAGAW ST STE 110, ANCHORAGE, AK, 995083463
- Plan Type: DC
- Total Participants: 87
- Total Assets: $5.3M
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 | 87 | $5.3M | $294 | $453,110 |
| 2023 | 82 | $4.7M | $0 | $380,709 |
| 2022 | 77 | $4.1M | $46 | $385,070 |
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 |
|---|---|---|---|---|
| PORTER & ALLISON, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTER & ALLISON, INC. — 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 | $865 | — | — | — | — |
| 2023 | $613 | — | — | — | — |
| 2022 | $802 | — | — | — | — |