Plan Snapshot
- Plan Sponsor: Reach, INC.
- Sponsor EIN: 920070127
- Sponsor Address: 213 THIRD ST., JUNEAU, AK, 99801
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $6.6M
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 | 156 | $6.6M | $121,250 | $282,696 |
| 2023 | 176 | $5.9M | $145,257 | $307,216 |
| 2022 | 164 | $5.2M | $131,843 | $319,066 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $65,166 | — | $65,166 |
| ELGEE REHFELD, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- ELGEE REHFELD, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,166
- Estimated Expense Ratio: 0.993% 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 | $5,115 | — | $5,115 | — | — |
| 2023 | $4,895 | — | $4,895 | — | — |
| 2022 | $8,288 | — | $8,288 | — | — |