Plan Ledger DOL Form 5500 · updated monthly

Denali Universal Services, LLC401(k)

DENALI UNIVERSAL SERVICES 401(K) RETIREMENT PLAN · ANCHORAGE, AK · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Denali Universal Services, LLC reported $240,081 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $539 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 0.67%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 51st-largest of 160 plans among Alaska employers on file, and the 591st of 3,341 in other services. In 2024, employees put in $4.12 for every $1.00 the employer contributed; active participation has grown from 707 to 1,109 since 2022.

Plan summary
Net assets, end of year$36,851,822
Participants with balances1,257
Active participants1,109
Employer contributions$597,452
Employee contributions$2,463,970
Employer contribution per active participant$539
Average account balance$29,317
Benefits paid to participants$5,780,787
Plan auditUnmodified (clean) audit opinion
AuditorWEGMAN DAZET, APC
Plan history3
Yearassets · accounts · employer contribution
2024$36.9M · 1,257 accts · $597K emplr
2023$35.0M · 985 accts · $526K emplr
2022$32.4M · 1,100 accts · $587K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$173,837
Investment management$66,244
Total administrative$240,081
The Denali Universal Services, LLC 401(k) match · 2024
Employer contribution per active participant$539
Median for plans this size$2,416
2024$539 per active participant
2023$637 per active participant
2022$830 per active participant

Denali Universal Services, LLC's 2024 employer contribution ran below the $2,416 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 · 20244
MILLIMAN, INC. · Recordkeeping · Pension consulting$173,837
RBC WEALTH MANAGEMENT · Investment advisory (plan)$66,244
CHARLES SCHWAB BANK · Custodial (securities) · Trustee$56
CHARLES SCHWAB & CO., INC. · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024Milliman
2023Milliman

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$240,081 · 0.67%
2023$203,023 · 0.60%
2022$241,112 · 0.68%
Similar plansOther Services · Alaska
Calista Corporation AK$184.4M · 0.20%
Tanana Chiefs Conference AK$67.0M · 0.47%
Ouzinkie Native Corporation AK$39.1M · 0.56%
K'Oyitl'Ots'Ina, LTD. AK$29.1M · 0.02%
The Foraker Group AK$11.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920142734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.