Plan Snapshot
- Plan Sponsor: Old Harbor Native Corporation
- Sponsor EIN: 920045659
- Sponsor Address: 2702 DENALI STREET SUITE 100, ANCHORAGE, AK, 99503
- Plan Type: 401(k)
- Total Participants: 2,204
- Total Assets: $61.4M
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 | 2,204 | $61.4M | $3.3M | $6.3M |
| 2023 | 1,437 | $45.3M | $2.1M | $4.0M |
| 2022 | 1,199 | $36.6M | $1.9M | $3.5M |
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 |
|---|---|---|---|---|
| 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 | $178,539 | $46,398 | — | — | — |
| 2023 | $122,611 | $26,807 | — | — | — |
| 2022 | $119,473 | $23,663 | $79,487 | — | $16,323 |