Plan Snapshot
- Plan Sponsor: Northern Star (Pogo) LLC
- Sponsor EIN: 920173618
- Sponsor Address: 3204 INTERNATIONAL STREET, FAIRBANKS, AK, 99701
- Plan Type: 401(k)
- Total Participants: 650
- Total Assets: $69.8M
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 | 650 | $69.8M | $4.0M | $6.1M |
| 2023 | 610 | $62.2M | $4.0M | $5.7M |
| 2022 | 551 | $49.3M | $3.1M | $4.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $106,934 | — | $106,934 |
| GALLAGHER BENEFIT SERVICES, INC. | Investment Advisor | $60,000 | — | $60,000 |
| MOSS ADAMS LLP | Recordkeeper | $47,250 | — | $47,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES, INC. — Investment Advisor
- MOSS ADAMS LLP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $214,184
- Estimated Expense Ratio: 0.307% 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 | $241,905 | $62,635 | — | — | — |
| 2023 | $180,277 | $60,000 | $85,639 | $36,450 | — |
| 2022 | $172,048 | $60,000 | $79,698 | — | $31,500 |