Plan Ledger DOL Form 5500 · updated monthly

Ahtna, Incorporated401(k)

AHTNA 401(K) PLAN · ANCHORAGE, AK · plan year 2024

Reported admin expense ratio · 2024
0.31%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Ahtna, Incorporated reported $163,929 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,949 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.33% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 38th-largest of 160 plans among Alaska employers on file, and the 278th of 2,534 in administrative & support services. In 2024, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,807,184
Participants with balances750
Active participants573
Employer contributions$1,689,976
Employee contributions$4,695,181
Employer contribution per active participant$2,949
Average account balance$75,743
Benefits paid to participants$7,624,863
Plan auditUnmodified (clean) audit opinion
AuditorSWALLING & ASSOCIATES, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$56.8M · 750 accts · $1.7M emplr
2023$48.6M · 746 accts · $1.7M emplr
2022$42.2M · 705 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,361
Investment management$59,558
Total administrative$163,929
The Ahtna, Incorporated 401(k) match · 2024
Employer contribution per active participant$2,949
Median for plans this size$3,635
2024$2,949 per active participant
2023$3,062 per active participant
2022$2,733 per active participant

Ahtna, Incorporated's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
ROBERT W BAIRD & CO INCORPORATED · Investment advisory (plan)$33,088
EMPOWER ADVISORY GROUP, LLC · Investment management$26,470

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$163,929 · 0.31%
2023$137,219 · 0.30%
2022$146,091 · 0.33%
All plans at this employer2
AHTNA 401(K) PLAN401(k)
AHTNA SCA 401(K) PLAN403(b)
Same employer
Similar plansAdministrative & Support Services · Alaska
Empower Service Corporation TX$57.2M · 0.22%
Es Opco USA LLC TX$56.9M · 0.05%
Arrow Exterminators, Inc. GA$56.9M · 0.82%
Lg Chem America GA$56.1M · 0.41%
Data-Mail, Inc. CT$56.1M · 0.10%
Ati Payroll Services, LLC CA$55.6M · 0.25%
Thrive Partners, LLC OK$55.0M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920042242 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.