Retirement plan

ALASKA ENERGY AND RESOURCES AND SUBSIDIARIES MONEY PURCHASE PENSION PLAN

Name: ALASKA ENERGY & RESOURCES COMPANY - ALASKA ENERGY AND RESOURCES AND SUBSIDIARIES MONEY PURCHASE PENSION PLAN (2025) Form 5500
Creator: ALASKA ENERGY & RESOURCES COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALASKA ENERGY AND RESOURCES AND SUBSIDIARIES MONEY PURCHASE PENSION PLAN, ALASKA ENERGY & RESOURCES COMPANY

ALASKA ENERGY & RESOURCES COMPANYEIN 92-0005090Plan #002PY 2025

5601 TONSGARD COURT - JUNEAU, AK 99801907-780-2222LinkedIn1-10 employees

Other plans on this EIN

1 filing

#003Retirement-$6.4M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$16.6M

+13.3% from 2024

Total participants

+12.5% from 2024

Average account balance

$306,831

+0.7% from 2024

Annual return

14.26%

-0.56 pp from 2024

Benchmarks

See 463 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants25-99

Cohort463 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.57M

Not enough data

1 years with asset history on file

Average account balance

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

$307K

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.

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.

154.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$555K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13557

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2C2E2F2G2T3D3H

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$732K

$20916 / participant

Other / not subdivided$732K100.0%

% of EOY assets

4.418%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$306,831

$90,674+238.4%

$96,707+217.3%

$82,448+272.2%

Participation rate

100.0%

75.9%+24.1pp

80.4%+19.6pp

68.1%+31.9pp

Annual return

14.26%

49.05%-34.8pp

34.78%-20.5pp

41.64%-27.4pp

Employer contribution / active EE

$15,857

$3,975+299.0%

$4,191+278.3%

$2,551+521.6%

Participant deferral / active EE

$5,696-100.0%

$5,997-100.0%

$4,139-100.0%

Admin fee / account holder

$13,557

$7,568+79.1%

$7,503+80.7%

$7,234+87.4%

ALASKA ENERGY AND RESOURCES AND SUBSIDIARIES MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALASKA ENERGY AND RESOURCES AND SUBSIDIARIES MONEY PURCHASE PENSION 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