Retirement plan

COAST ALASKA, INC. 403(B) PLAN

Name: COAST ALASKA, INC. - COAST ALASKA, INC. 403(B) PLAN (2025) Form 5500
Creator: COAST ALASKA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COAST ALASKA, INC. 403(B) PLAN, COAST ALASKA, INC.

COAST ALASKA, INC.EIN 92-0162579Plan #003PY 2025

360 EGAN DRIVE - JUNEAU, AK 99801907-463-6404LinkedIn1-10 employeesbroadcast media

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.4M

+4.1% from 2024

Total participants

-9.3% from 2024

Average account balance

$68,869

+13.9% from 2024

Annual return

11.92%

-4.00 pp from 2024

Benchmarks

See 1,339 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort1,339 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.41M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

164.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$295K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10511

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 codes2E2L2M2F2G2T3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$673K

$17248 / participant

Other / not subdivided$673K100.0%

% of EOY assets

15.262%

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

$68,869

$77,358-11.0%

$102,184-32.6%

$87,485-21.3%

Participation rate

89.7%

78.7%+11.1pp

82.6%+7.1pp

68.9%+20.8pp

Annual return

11.92%

41.11%-29.2pp

31.58%-19.7pp

26.06%-14.1pp

Employer contribution / active EE

$2,369

$2,562-7.5%

$3,594-34.1%

$2,596-8.7%

Participant deferral / active EE

$5,205

$6,753-22.9%

$8,309-37.4%

$4,274+21.8%

Admin fee / account holder

$10,511

$6,809+54.4%

$11,609-9.5%

$7,775+35.2%

COAST ALASKA, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COAST ALASKA, INC. 403(B) 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