Plan Snapshot
- Plan Sponsor: Tanana Chiefs Conference
- Sponsor EIN: 920040308
- Sponsor Address: 122 FIRST AVENUE, FAIRBANKS, AK, 99701
- Plan Type: DC
- Total Participants: 1,170
- Total Assets: $67.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,170 | $67.0M | $6.8M | $0 |
| 2023 | 1,136 | $56.5M | $6.2M | $0 |
| 2022 | 1,359 | $46.0M | $5.2M | $0 |
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 | $20,000 | — | $20,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,000
- Estimated Expense Ratio: 0.030% 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 | $287,684 | — | — | $20,000 | — |
| 2023 | $223,109 | — | — | $20,000 | — |
| 2022 | $191,233 | — | — | — | — |