Plan Ledger DOL Form 5500 · updated monthly

Old Harbor Native Corporation401(k)

OLD HARBOR PROFIT SHARING 401(K) PLAN · ANCHORAGE, AK · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Old Harbor Native Corporation reported $178,539 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,518 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 0.31% to 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 34th-largest of 160 plans among Alaska employers on file, and the 2,329th of 11,654 in professional & technical services. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 1,199 to 2,204 since 2022.

Plan summary
Net assets, end of year$61,350,926
Participants with balances1,533
Active participants2,204
Employer contributions$3,346,355
Employee contributions$6,273,105
Employer contribution per active participant$1,518
Average account balance$40,020
Benefits paid to participants$7,050,739
Plan auditUnmodified (clean) audit opinion
AuditorSWALLING & ASSOCIATES PC
Plan history3
Yearassets · accounts · employer contribution
2024$61.4M · 1,533 accts · $3.3M emplr
2023$45.3M · 1,049 accts · $2.1M emplr
2022$36.6M · 979 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$111,602
Investment management$46,398
Trustee / custodial$20,539
Total administrative$178,539
The Old Harbor Native Corporation 401(k) match · 2024
Employer contribution per active participant$1,518
Median for plans this size$3,635
2024$1,518 per active participant
2023$1,462 per active participant
2022$1,549 per active participant

Old Harbor Native 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 · 20243
NORTHWEST INVESTMENT CONSULTING INC · Plan administrator · Recordkeeping$111,512
UBS FINANCIAL SERVICES INC$46,398
CHARLES SCHWAB TRUST BANK · Custodial (securities)$20,539

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

Recordkeeper by year2
2024NORTHWEST INVESTMENT CONSULTING INC
2023NWPS

This plan has changed recordkeepers within these filings. If you left Old Harbor Native Corporation 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$178,539 · 0.33%
2023$122,611 · 0.30%
2022$119,473 · 0.31%
Same employer
Similar plansProfessional & Technical Services · Alaska
Gainwell Acquisition Corp. AK$691.3M · 0.14%
Dowl LLC AK$155.6M · 0.09%
Koniag, Inc. AK$130.5M · 0.26%
Pnd Engineers, Inc. AK$43.8M · 0.64%
R & M Consultants, Inc. AK$33.5M · 0.01%
Crw Engineering Group, Inc. AK$24.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920045659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.