Plan Ledger DOL Form 5500 · updated monthly

Coastal Villages Region Fund401(k)

CVRF RETIREMENT PLAN · ANCHORAGE, AK · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Coastal Villages Region Fund reported $57,256 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,469 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 rose from 0.16% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 63rd-largest of 160 plans among Alaska employers on file, and the 3,163rd of 11,911 in health care & social assistance. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,959,561
Participants with balances299
Active participants339
Employer contributions$836,866
Employee contributions$1,501,288
Employer contribution per active participant$2,469
Average account balance$83,477
Benefits paid to participants$3,240,658
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.0M · 299 accts · $837K emplr
2023$22.5M · 306 accts · $855K emplr
2022$17.9M · 337 accts · $835K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,956
Investment management$47,300
Total administrative$57,256
The Coastal Villages Region Fund 401(k) match · 2024
Employer contribution per active participant$2,469
Median for plans this size$2,416
2024$2,469 per active participant
2023$2,443 per active participant
2022$2,226 per active participant

Coastal Villages Region Fund'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$48,635
AMERIPRISE FINANCIAL SERVICES, INC. · Investment advisory (plan)$52,317

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Coastal Villages Region Fund before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$57,256 · 0.24%
2023$55,274 · 0.27%
2022$32,229 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Alaska
Orthoalaska, LLC AK$44.3M · 0.17%
Maniilaq Association AK$43.8M · 0.66%
Lifemed Alaska, LLC AK$20.7M · 0.67%
Kawerak, Inc. AK$17.9M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920156736 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.