Plan Snapshot
- Plan Sponsor: Nana Regional Corporation, INC.
- Sponsor EIN: 920042024
- Sponsor Address: 909 W. 9TH AVENUE, ANCHORAGE, AK, 99501
- Plan Type: 401(k)
- Total Participants: 2,963
- Total Assets: $199.4M
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 | 2,963 | $199.4M | $4.8M | $14.7M |
| 2023 | 2,801 | $177.9M | $4.0M | $12.4M |
| 2022 | 2,546 | $151.8M | $3.5M | $11.4M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $78,225 | — | $78,225 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,225
- Estimated Expense Ratio: 0.039% 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 | $481,246 | $93,027 | $306,698 | $78,225 | — |
| 2023 | $312,022 | $53,985 | $258,037 | — | — |
| 2022 | $345,794 | $86,515 | $248,254 | — | $11,025 |