Plan Snapshot
- Plan Sponsor: Natives Of Kodiak, INC.
- Sponsor EIN: 920047862
- Sponsor Address: 2700 GAMBELL STREET, SUITE 401, ANCHORAGE, AK, 99503
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $18.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 365 | $18.6M | $852,329 | $2.1M |
| 2023 | 344 | $14.9M | $795,857 | $1.9M |
| 2022 | 360 | $13.0M | $883,501 | $2.0M |
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 |
|---|---|---|---|---|
| SWALLING & ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SWALLING & ASSOCIATES, PC — 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 | $132,288 | $52,927 | $30,002 | — | — |
| 2023 | $94,928 | $46,481 | $46,297 | — | — |
| 2022 | $90,469 | $43,384 | — | — | $2,000 |