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Original filing (PDF)20251015191258NAL0002802451001
DOYON UTILITIES, LLC
Form 5500
FILING_RECEIVED
DOYON UTILITIES, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
172
Accounts w/ balance
287
Plan assets (EOY)
$73.1M
Net assets (EOY)
$73.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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.
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOYON UTILITIES, LLC.
Plan sponsor
Name
DOYON UTILITIES, LLC
EIN
20-3324258
Address
714 4TH AVENUE, STE 100 · FAIRBANKS, AK · 99701
Phone
(907) 455-1500
Industry
Utilitiessee 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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $67K | — |
Investments
33 direct securities · 1 pooled fund· $138.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$65.6M
32 holdings
Pooled Separate Account
$65.3M
1 holding
Guaranteed Income / GIC
$7.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $65.3M | 89.3% | |
| SIC Pooled Separate Accounts* * Vanguard 500 Index Admiral | — | — | — | $13.3M | 18.2% | |
| * Standard Stable Asset A | Guaranteed Income / GIC | — | — | $7.5M | 10.2% | |
| MFS International Diversification R6 | — | — | — | $6.5M | 8.9% | |
| New York Life Investments Winslow Large Cap Growth I | — | — | — | $6.3M | 8.7% | |
| Voya Intermediate Bond I | — | — | — | $5.8M | 7.9% | |
| Vanguard Equity Income Adm | — | — | — | $4.7M | 6.4% | |
| Principal Mid Cap R6 | — | — | — | $4.2M | 5.8% | |
| Virtus Zevenbergen Technology I | — | — | — | $4.1M | 5.6% | |
| T. Rowe Price Communication & Technology | — | — | — | $3.3M | 4.5% | |
| Vanguard Mid Cap Index Adm | — | — | — | $2.6M | 3.5% | |
| Voya Small Cap Growth I | — | — | — | $2.0M | 2.7% | |
| Harbor Capital Appreciation I | — | — | — | $2.0M | 2.7% | |
| T. Rowe Price Health Sciences | — | — | — | $1.8M | 2.5% | |
| Allspring Special Midcap Value Ins | — | — | — | $1.7M | 2.3% | |
| Vanguard Target Retire 2030 | — | — | — | $1.5M | 2.1% | |
| Vanguard Wellington Adm | — | — | — | $1.3M | 1.8% | |
| Vanguard Target Retire 2025 | — | — | — | $919K | 1.3% | |
| Vanguard Small Cap Index Adm | — | — | — | $738K | 1.0% | |
| Vanguard Energy Index Adm | — | — | — | $620K | 0.8% | |
| Vanguard Target Retire 2045 | — | — | — | $363K | 0.5% | |
| Vanguard Target Retire 2035 | — | — | — | $328K | 0.4% | |
| Participant loans Interest rates from 3.25% to 8.50% | — | — | — | $317K | 0.4% | |
| DFA US Targeted Value I | — | — | — | $212K | 0.3% | |
| Vanguard Target Retire 2040 | — | — | — | $211K | 0.3% | |
| PGIM Global Total Return R6 | — | — | — | $170K | 0.2% | |
| Vanguard Emerging Market Stock Index Adm | — | — | — | $161K | 0.2% | |
| Vanguard Utilities Index Adm DC | — | — | — | $138K | 0.2% | |
| Vanguard Total International Stock Index Adm | — | — | — | $121K | 0.2% | |
| Vanguard Target Retire 2055 | — | — | — | $60K | <0.1% | |
| Vanguard Tot International Stock Index Adm | — | — | — | $53K | <0.1% | |
| Vanguard Target Retire 2050 | — | — | — | $38K | <0.1% | |
| Cohen & Steers Institutional Realty | — | — | — | $24K | <0.1% | |
| Vanguard Target Retire 2060 | — | — | — | $2K | <0.1% |
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