Original filing (PDF)20251008202901NAL0006308193001

ARCTIC SLOPE NATIVE ASSOCIATION, LTD.

Name: ARCTIC SLOPE NATIVE ASSOCIATION, LTD. — ASNA RETIREMENT PLAN, Form 5500 (2024)
Creator: ARCTIC SLOPE NATIVE ASSOCIATION, LTD.

Form 5500

FILING_RECEIVED

ASNA RETIREMENT PLAN

401(k) retirement plan

Active participants

357

Accounts w/ balance

846

Plan assets (EOY)

$45.5M

Net assets (EOY)

$45.5M

How this plan invests

This plan

47 pooled trusts

Schedule D

48 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Participation health

100

Helping the score

Below-peer total fees (6 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCTIC SLOPE NATIVE ASSOCIATION, LTD..

Plan sponsor

Name

ARCTIC SLOPE NATIVE ASSOCIATION, LTD.

EIN

91-0873623

Address

PO BOX 1232 · BARROW, AK · 99723

Phone

(907) 852-2762

Industry

Health Care & Social Assistancesee 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

2025-10-08

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

SWALLING & ASSOCIATES, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC (U.S.A.)	95-2755361	—	RIA	$8K	—

Investments

47 direct securities · 47 pooled funds· $89.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized

$45.2M

47 holdings

Pooled Separate Account

$44.3M

47 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$5.9M	12.9%
VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$5.9M	12.9%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$5.2M	11.4%
VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$5.2M	11.4%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$4.9M	10.8%
VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$4.9M	10.8%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$3.9M	8.5%
VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$3.9M	8.5%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$3.6M	7.9%
VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$3.6M	7.9%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$3.4M	7.6%
VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$3.4M	7.6%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$3.4M	7.4%
VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$3.4M	7.4%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$3.0M	6.7%
VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$3.0M	6.7%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$2.4M	5.2%
500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2.4M	5.2%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$1.7M	3.7%
VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1.7M	3.7%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$1.1M	2.4%
VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1.1M	2.4%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$971K	2.1%
VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$971K	2.1%
Participant loans	—	—	—	$900K	2.0%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$840K	1.8%
VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$840K	1.8%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$529K	1.2%
T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$529K	1.2%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$503K	1.1%
JANUS HENDERSON GBL LIFE SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$503K	1.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$495K	1.1%
ISHARES GOLD TRUST ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$495K	1.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$471K	1.0%
MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$471K	1.0%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$224K	0.5%
MFS UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$224K	0.5%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$215K	0.5%
FIDELITY CONTRAFUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$215K	0.5%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$154K	0.3%
VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$154K	0.3%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$149K	0.3%
VANGUARD ENERGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$149K	0.3%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$148K	0.3%
TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$148K	0.3%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$143K	0.3%
MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$143K	0.3%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$142K	0.3%
FINANCIAL INDUSTRIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$142K	0.3%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$136K	0.3%
PARNASSUS CORE EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$136K	0.3%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$102K	0.2%
DFA INFLATION-PROTECTED SEC JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$102K	0.2%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$101K	0.2%
VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$101K	0.2%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$77K	0.2%
REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$77K	0.2%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$68K	0.1%
PIMCO COMMODITY REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$68K	0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$67K	0.1%
INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$67K	0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$57K	0.1%
VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$57K	0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$50K	0.1%
DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$50K	0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$48K	0.1%
INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$48K	0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$28K	<0.1%
DFA INTL SMALL CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$28K	<0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$26K	<0.1%
DFA EMERGING MARKETS VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$26K	<0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$17K	<0.1%
VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$17K	<0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$14K	<0.1%
WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$14K	<0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$13K	<0.1%
MFS VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$13K	<0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$10K	<0.1%
CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$10K	<0.1%
JOHN HANCOCK INTL GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$6K	<0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$4K	<0.1%
FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$4K	<0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$2K	<0.1%
FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2K	<0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$2K	<0.1%
TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2K	<0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$1K	<0.1%
AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1K	<0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$1K	<0.1%
LAZARD INTERNATIONAL EQUITY JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1K	<0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$1K	<0.1%
VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1K	<0.1%
John Hancock Life Insurance Company (U.S.A.)	—	—	—	$795	<0.1%
SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$795	<0.1%