Plan Snapshot
- Plan Sponsor: Cook Inlet Region, INC.
- Sponsor EIN: 920042304
- Sponsor Address: PO BOX 93330, ANCHORAGE, AK, 99509
- Plan Type: 401(k)
- Total Participants: 5,327
- Total Assets: $589.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 5,327 | $589.4M | $24.2M | $38.6M |
| 2023 | 5,189 | $498.4M | $34.9M | $35.8M |
| 2022 | 5,039 | $382.4M | $20.3M | $31.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $36,750 | — | $36,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,750
- Estimated Expense Ratio: 0.006% 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 | $518,675 | $50,000 | $300 | $36,750 | — |
| 2023 | $407,728 | $45,000 | $3,000 | $33,600 | — |
| 2022 | -$146,125 | — | — | — | — |