Retirement plan

ASNA RETIREMENT PLAN

Name: ARCTIC SLOPE NATIVE ASSOCIATION, LTD. - ASNA RETIREMENT PLAN (2025) Form 5500
Creator: ARCTIC SLOPE NATIVE ASSOCIATION, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASNA RETIREMENT PLAN, ARCTIC SLOPE NATIVE ASSOCIATION, LTD.

ARCTIC SLOPE NATIVE ASSOCIATION, LTD.EIN 91-0873623Plan #001PY 2025

PO BOX 1232 - BARROW, AK 99723907-852-2762arcticslope.orgLinkedIn201-500 employeesmedical practice

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$56M

+23.0% from 2024

Total participants

843

-0.5% from 2024

Average account balance

$66,431

+23.5% from 2024

Annual return

20.97%

+6.60 pp from 2024

Benchmarks

See 1,145 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort1,145 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$56.00M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$66K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

843

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.97%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$45

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY9 years Service code 15 · EIN 01-0233346	Recordkeeping	$19,556
WILSHIRE ASSOCIATES INCORPORATED1 year Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361	Advisory (Participants)	$9,747

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$38K

$104 / participant

Recordkeeping$20K51.9%
Investment mgmt$10K25.9%
Contract admin$8K22.3%

% of EOY assets

0.067%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SWALLING & ASSOCIATES, PC
Auditor EIN: 920138439
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,431

$46,464+43.0%

$150,298-55.8%

$79,634-16.6%

Participation rate

100.0%

57.0%+43.0pp

77.8%+22.2pp

62.5%+37.5pp

Annual return

20.97%

27.89%-6.9pp

62.79%-41.8pp

36.46%-15.5pp

Employer contribution / active EE

$8,606

$1,512+469.3%

$4,154+107.2%

$2,529+240.3%

Participant deferral / active EE

$8,386

$2,157+288.8%

$5,453+53.8%

$3,835+118.7%

Admin fee / account holder

$45

$891-95.0%

$14,116-99.7%

$1,002-95.5%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY9 years

Service code 15 · EIN 01-0233346

Recordkeeping

$19,556

WILSHIRE ASSOCIATES INCORPORATED1 year

Filed as: WILSHIRE ADVISORS LLC

Service code 26 · EIN 95-2755361

Advisory (Participants)

$9,747

ASNA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASNA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion