Plan Snapshot
- Plan Sponsor: Tanana Chiefs Conference
- Sponsor EIN: 920040308
- Sponsor Address: 122 FIRST AVENUE, FAIRBANKS, AK, 99701
- Plan Type: 403(b)
- Total Participants: 1,217
- Total Assets: $25.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,217 | $25.6M | $0 | $4.8M |
| 2023 | 1,145 | $16.8M | $0 | $4.1M |
| 2022 | 1,278 | $11.0M | $0 | $3.7M |
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 |
|---|---|---|---|---|
| ALTMAN, ROGERS & CO | Auditor | $11,500 | — | $11,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,500
- Estimated Expense Ratio: 0.045% 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 | $106,767 | — | — | $11,500 | — |
| 2023 | $67,322 | — | — | $11,000 | — |
| 2022 | $33,970 | — | — | — | — |