Plan Ledger DOL Form 5500 · updated monthly

Shee Atika Inc.401(k)

SHEE ATIKA, INC. 401K PLAN · SITKA, AK · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Shee Atika Inc. reported $1,550 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,971 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 0.02% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Alaska (86th of 160), and the 860th of 2,096 in real estate & leasing. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 268 to 347 since 2022.

Plan summary
Net assets, end of year$14,697,606
Participants with balances298
Active participants347
Employer contributions$1,377,850
Employee contributions$2,606,594
Employer contribution per active participant$3,971
Average account balance$49,321
Benefits paid to participants$853,356
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.7M · 298 accts · $1.4M emplr
2023$8.9M · 229 accts · $1.0M emplr
2022$4.0M · 146 accts · $551K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,550
Total administrative$1,550
The Shee Atika Inc. 401(k) match · 2024
Employer contribution per active participant$3,971
Median for plans this size$2,416
2024$3,971 per active participant
2023$3,087 per active participant
2022$2,058 per active participant

Shee Atika Inc.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,550

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$1,550 · 0.01%
2023$900 · 0.01%
2022$600 · 0.02%
Similar plansReal Estate & Leasing · Alaska
1ST Lake Properties, Inc. LA$14.7M · 0.44%
Ppc Event Services, Inc. MA$14.7M · 0.53%
Watson Realty Corp. FL$14.7M · 0.70%
Sterling Bay, LLC IL$14.7M · 0.43%
Bet Investments PA$14.7M · 0.48%
Pegasus Residential, LLC GA$14.6M · 0.63%
Dlc Management Corporation NY$14.6M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920045953 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.