Plan Ledger DOL Form 5500 · updated monthly

Calista Corporation401(k)

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

Reported admin expense ratio · 2024
0.20%

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

Calista Corporation reported $332,714 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $1,547 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 0.23% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 14th-largest of 160 plans among Alaska employers on file, and the 95th of 3,341 in other services. In 2024, employees put in $3.23 for every $1.00 the employer contributed; active participation has grown from 2,398 to 3,326 since 2022.

Plan summary
Net assets, end of year$184,379,301
Participants with balances3,113
Active participants3,326
Employer contributions$5,146,964
Employee contributions$16,637,030
Employer contribution per active participant$1,547
Average account balance$59,229
Benefits paid to participants$20,574,929
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$184.4M · 3,113 accts · $5.1M emplr
2023$151.4M · 2,655 accts · $4.4M emplr
2022$121.6M · 2,527 accts · $3.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$276,899
Investment management$55,815
Total administrative$332,714
The Calista Corporation 401(k) match · 2024
Employer contribution per active participant$1,547
Median for plans this size$3,635
2024$1,547 per active participant
2023$1,670 per active participant
2022$1,595 per active participant

Calista Corporation's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$55,815

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$332,714 · 0.20%
2023$266,064 · 0.19%
2022$298,613 · 0.23%
Same employer
Similar plansOther Services · Alaska
Comau LLC MI$189.1M · 0.14%
Ducks Unlimited, Inc. TN$185.5M · 0.11%
Samaritan's Purse NC$180.6M · 0.17%
High Point University NC$174.4M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920042507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.