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Original filing (PDF)20250730141650NAL0002432275001
ALASKA NATIVE GENERAL SERVICES (ANGS) DBA COPPER RIVER MANAGEMENT CO
Form 5500
FILING_RECEIVED
COPPER RIVER 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
519
Accounts w/ balance
505
Plan assets (EOY)
$44.4M
Net assets (EOY)
$44.4M
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 (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALASKA NATIVE GENERAL SERVICES (ANGS) DBA COPPER RIVER MANAGEMENT CO.
Plan sponsor
Name
ALASKA NATIVE GENERAL SERVICES (ANGS) DBA COPPER RIVER MANAGEMENT CO
EIN
02-0653329
Address
4501 SINGER CT STE 300 · CHANTILLY, VA · 201511734
Phone
(703) 234-9000
Industry
Management of Companies / Holdingssee all
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)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $52K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $70K | — |
Investments
34 direct securities· $44.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Guaranteed Investment * Principal Fixed Income Guaranteed Option Contract NR | — | — | — | $6.6M | 14.9% | |
| Fidelity 500 Index Fund Mutual Fund NR | — | — | — | $5.5M | 12.3% | |
| Nuveen Large Cap Growth Index Fund Mutual Fund NR | — | — | — | $5.0M | 11.3% | |
| Nuveen Large Cap Value Index Fund Mutual Fund NR | — | — | — | $4.2M | 9.4% | |
| iShares MSCI EAFE International Index Fund Mutual Fund NR | — | — | — | $3.0M | 6.7% | |
| American Funds EuroPacific Growth Fund Mutual Fund NR | — | — | — | $2.8M | 6.4% | |
| Fidelity US Bond Index Fund Mutual Fund NR | — | — | — | $2.5M | 5.5% | |
| BlackRock Total Return Fund Mutual Fund NR | — | — | — | $2.4M | 5.4% | |
| Pioneer Strategic Income Fund Mutual Fund NR | — | — | — | $2.4M | 5.4% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | — | — | — | $1.7M | 3.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | — | — | — | $1.7M | 3.8% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund NR | — | — | — | $1.2M | 2.6% | |
| Victory Sycamore Established Value Fund Mutual Fund NR | — | — | — | $977K | 2.2% | |
| Franklin Small-Mid Cap Growth Fund Mutual Fund NR | — | — | — | $849K | 1.9% | |
| Lord Abbett Developing Growth Fund Mutual Fund NR | — | — | — | $816K | 1.8% | |
| T. Rowe Price Large Cap Growth Fund Mutual Fund NR | — | — | — | $645K | 1.5% | |
| Fidelity Total Market Index Fund Mutual Fund NR | — | — | — | $455K | 1.0% | |
| American Funds American Balanced Fund Mutual Fund NR | — | — | — | $365K | 0.8% | |
| Various, bearing interest Participant loans - from 4.25% - 10.50% | — | — | — | $330K | 0.7% | |
| DFA International Value Fund Mutual Fund NR | — | — | — | $122K | 0.3% | |
| Vanguard LifeStrategy Growth Fund Mutual Fund NR | — | — | — | $114K | 0.3% | |
| Calvert US Large Cap Core Responsible Index Fund Mutual Fund NR | — | — | — | $103K | 0.2% | |
| PGIM High Yield Fund Mutual Fund NR | — | — | — | $97K | 0.2% | |
| First Eagle Global Fund Mutual Fund NR | — | — | — | $83K | 0.2% | |
| American Funds New World Fund Mutual Fund NR | — | — | — | $82K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund NR | — | — | — | $70K | 0.2% | |
| Vanguard LifeStrategy Conservative Growth Fund Mutual Fund NR | — | — | — | $50K | 0.1% | |
| PIMCO CommoditiesPLUS Strategy Fund Mutual Fund NR | — | — | — | $41K | <0.1% | |
| MFS Value Fund Mutual Fund NR | — | — | — | $40K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund NR | — | — | — | $23K | <0.1% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) Mutual Fund NR | — | — | — | $13K | <0.1% | |
| Fidelity Real Estate Index Fund Mutual Fund NR | — | — | — | $9K | <0.1% | |
| Vanguard LifeStrategy Income Fund Mutual Fund NR | — | — | — | $6K | <0.1% | |
| Fidelity Intermediate Treasury Bond Index Fund Mutual Fund NR | — | — | — | $4K | <0.1% |