Plan Ledger DOL Form 5500 · updated monthly

Cook Inlet Region, Inc.401(k)

COOK INLET REGION 401(K) RETIREMENT PLAN · ANCHORAGE, AK · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Cook Inlet Region, Inc. reported $518,675 in plan administrative expenses for 2024: 0.10% of average plan assets, above the peer median. Employer contributions averaged $4,542 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 has held roughly steady near 0.10%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 3rd-largest of 160 plans among Alaska employers on file, and the 278th of 4,798 in finance & insurance. In 2024, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$589,391,820
Participants with balances6,808
Active participants5,327
Employer contributions$24,195,362
Employee contributions$38,584,175
Employer contribution per active participant$4,542
Average account balance$86,573
Benefits paid to participants$55,540,715
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$589.4M · 6,808 accts · $24.2M emplr
2023$498.4M · 6,583 accts · $34.9M emplr
2022$382.4M · 6,274 accts · $20.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$431,925
Investment management$50,000
Audit (IQPA)$36,750
Total administrative$518,675
The Cook Inlet Region, Inc. 401(k) match · 2024
Employer contribution per active participant$4,542
Median for plans this size$4,294
2024$4,542 per active participant
2023$6,720 per active participant
2022$4,028 per active participant

Cook Inlet Region, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$432,478
UBS · Investment advisory (plan)$50,000
MOSS ADAMS LLP · Accounting / audit$36,750

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$518,675 · 0.10%
2023$407,728 · 0.09%
2022Not separately reported
Same employer
Similar plansFinance & Insurance · Alaska
Crawford & Company GA$592.5M · 0.11%
Emergent Holdings, Inc. MI$591.6M · 0.04%
U.S. Fire Insurance Co. NJ$590.7M · 0.06%
POINT72, L.P. CT$582.2M · 0.01%
Cooperatieve Rabobank U.A. NY$578.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920042304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.