Plan Ledger DOL Form 5500 · updated monthly

Alaska Native General Services (Angs) dba Copper River Management Co401(k)

COPPER RIVER 401(K) PLAN · CHANTILLY, VA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Alaska Native General Services (Angs) dba Copper River Management Co reported $122,858 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $3,297 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 3 years on file its reported administrative ratio has held roughly steady near 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 539th-largest of 2,266 plans among Virginia employers on file, and the 299th of 786 in management of companies. In 2024, employees put in $2.27 for every $1.00 the employer contributed; active participation has grown from 408 to 519 since 2022.

Plan summary
Net assets, end of year$44,387,499
Participants with balances505
Active participants519
Employer contributions$1,711,045
Employee contributions$3,883,937
Employer contribution per active participant$3,297
Average account balance$87,896
Benefits paid to participants$3,972,136
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$44.4M · 505 accts · $1.7M emplr
2023$37.2M · 465 accts · $1.6M emplr
2022$31.7M · 417 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,403
Investment management$20,175
Total administrative$122,858
The Alaska Native General Services (Angs) dba Copper River Management Co 401(k) match · 2024
Employer contribution per active participant$3,297
Median for plans this size$2,416
2024$3,297 per active participant
2023$3,370 per active participant
2022$3,786 per active participant

Alaska Native General Services (Angs) dba Copper River Management Co's 2024 employer contribution ran above the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$70,403
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$52,455

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$122,858 · 0.30%
2023$99,889 · 0.29%
2022$94,436 · 0.29%
Same employer
Similar plansManagement of Companies · Virginia
Akima, LLC VA$554.7M · 0.26%
James River Group, Inc. VA$100.7M · 0.07%
Primis Bank VA$44.4M · 0.65%
The United Company VA$42.2M · 0.30%
Tuckahoe Holdings, LLC VA$33.9M · 0.50%
L. M. Sandler & Sons, Inc. VA$30.5M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020653329 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.