Plan Snapshot
- Plan Sponsor: Olgoonik Development, LLC
- Sponsor EIN: 920176618
- Sponsor Address: 3201 C STREET, ANCHORAGE, AK, 99503
- Plan Type: 401(k)
- Total Participants: 477
- Total Assets: $59.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 477 | $59.6M | $1.1M | $2.8M |
| 2023 | 316 | $36.6M | $777,764 | $2.0M |
| 2022 | 303 | $31.8M | $850,930 | $2.1M |
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 |
|---|---|---|---|---|
| ALDRICH CPAS AND ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS AND ADVISORS LLP — 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 | $28,718 | $87,084 | — | — | — |
| 2023 | $91,768 | $33,050 | — | — | — |
| 2022 | $73,588 | $29,901 | — | — | — |