Original filing (PDF)20250730141650NAL0002432275001

Alaska Native General Services (ANGS) DBA Copper River Management Co

Name: Alaska Native General Services (ANGS) DBA Copper River Management Co — Form 5500 Plan 001 (2024)
Creator: Alaska Native General Services (ANGS) DBA Copper River Management Co
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Copper River 401(k) Plan

401(k) retirement plan · Alaska Native General Services (ANGS) DBA Copper River Management Co's Copper River 401(k) Plan held $44.4M in plan assets for 519 participants in 2024, with Principal as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

519

Accounts w/ balance

505

Plan assets (EOY)

$44.4M

Net assets (EOY)

$44.4M

People on this filing

Courtney Ashmore signed Alaska Native General Services (ANGS) DBA Copper River Management Co's 2024 Form 5500 as plan administrator.

Courtney Ashmore — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Alaska Native General Services (ANGS) DBA Copper River Management Co's EIN is 02-0653329.

EIN 02-0653329

Plan number 001

Plan year 2024

ACK ID 20250730141650NAL0002432275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alaska Native General Services (ANGS) DBA Copper River Management Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alaska Native General Services (ANGS) DBA Copper River Management Co's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALASKA NATIVE GENERAL SERVICES (ANGS) DBA COPPER RIVER MANAGEMENT CO.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 5K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Plan sponsor

Name

ALASKA NATIVE GENERAL SERVICES (ANGS) DBA COPPER RIVER MANAGEMENT CO

EIN

all filings

Address

4501 SINGER CT STE 300 · CHANTILLY, VA · 201511734

Phone

(703) 234-9000

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$70K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	13-5674085	—	CONSULTANT	$52K	—

Investments

34 direct securities· $44.2M(100% of reported assets)

Common Collective Trusts

$24.2M

11 holdings

Other securities

$14.4M

9 holdings

Mutual Funds

$5.3M

12 holdings

Bonds / Notes

$330K

1 holding

U.S. Treasuries

$4K

1 holding

					% of plan
Guaranteed Investment * Principal Fixed Income Guaranteed Option Contract NR	Other securities	—	—	$6.6M	14.9%
Fidelity 500 Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$5.5M	12.3%
Nuveen Large Cap Growth Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$5.0M	11.3%
Nuveen Large Cap Value Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$4.2M	9.4%
iShares MSCI EAFE International Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$3.0M	6.7%
American Funds EuroPacific Growth Fund Mutual Fund NR	Mutual Funds	—	—	$2.8M	6.4%
Fidelity US Bond Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$2.5M	5.5%
BlackRock Total Return Fund Mutual Fund NR	Other securities	—	—	$2.4M	5.4%
Pioneer Strategic Income Fund Mutual Fund NR	Other securities	—	—	$2.4M	5.4%
Fidelity Small Cap Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$1.7M	3.9%
Fidelity Mid Cap Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$1.7M	3.8%
Undiscovered Managers Behavioral Value Fund Mutual Fund NR	Other securities	—	—	$1.2M	2.6%
Victory Sycamore Established Value Fund Mutual Fund NR	Other securities	—	—	$977K	2.2%
Franklin Small-Mid Cap Growth Fund Mutual Fund NR	Mutual Funds	—	—	$849K	1.9%
Lord Abbett Developing Growth Fund Mutual Fund NR	Mutual Funds	—	—	$816K	1.8%
T. Rowe Price Large Cap Growth Fund Mutual Fund NR	Other securities	—	—	$645K	1.5%
Fidelity Total Market Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$455K	1.0%
American Funds American Balanced Fund Mutual Fund NR	Mutual Funds	—	—	$365K	0.8%
Various, bearing interest Participant loans - from 4.25% - 10.50%	Bonds / Notes	—	—	$330K	0.7%
DFA International Value Fund Mutual Fund NR	Mutual Funds	—	—	$122K	0.3%
Vanguard LifeStrategy Growth Fund Mutual Fund NR	Mutual Funds	—	—	$114K	0.3%
Calvert US Large Cap Core Responsible Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$103K	0.2%
PGIM High Yield Fund Mutual Fund NR	Other securities	—	—	$97K	0.2%
First Eagle Global Fund Mutual Fund NR	Other securities	—	—	$83K	0.2%
American Funds New World Fund Mutual Fund NR	Mutual Funds	—	—	$82K	0.2%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$70K	0.2%
Vanguard LifeStrategy Conservative Growth Fund Mutual Fund NR	Mutual Funds	—	—	$50K	0.1%
PIMCO CommoditiesPLUS Strategy Fund Mutual Fund NR	Mutual Funds	—	—	$41K	<0.1%
MFS Value Fund Mutual Fund NR	Mutual Funds	—	—	$40K	<0.1%
Cohen & Steers Real Estate Securities Fund Mutual Fund NR	Other securities	—	—	$23K	<0.1%
PIMCO International Bond Fund (U.S. Dollar-Hedged) Mutual Fund NR	Mutual Funds	—	—	$13K	<0.1%
Fidelity Real Estate Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$9K	<0.1%
Vanguard LifeStrategy Income Fund Mutual Fund NR	Mutual Funds	—	—	$6K	<0.1%
Fidelity Intermediate Treasury Bond Index Fund Mutual Fund NR	U.S. Treasuries	—	—	$4K	<0.1%