Plan Snapshot
- Plan Sponsor: Sealaska Corporation
- Sponsor EIN: 920042296
- Sponsor Address: ONE SEALASKA PLAZA, JUNEAU, AK, 99801
- Plan Type: 401(k)
- Total Participants: 351
- Total Assets: $58.1M
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 | 351 | $58.1M | $1.6M | $3.8M |
| 2023 | 345 | $53.5M | $1.6M | $3.4M |
| 2022 | 304 | $46.7M | $1.3M | $3.3M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | INVESTMENT ADVISOR | $44,760 | — | $44,760 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $37,266 | — | $37,266 |
| DAVIS WRIGHT TREMAINE LLP | ATTORNEY/LEGAL | $27,047 | — | $27,047 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- DAVIS WRIGHT TREMAINE LLP — ATTORNEY/LEGAL
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,073
- Estimated Expense Ratio: 0.188% 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 | $115,788 | $49,055 | — | — | — |
| 2023 | $139,479 | $61,790 | — | $1,100 | — |
| 2022 | $82,038 | $51,686 | — | — | $24,687 |