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Original filing (PDF)20251010191110NAL0019370914001
FIRST NATIONAL BANK ALASKA
Form 5500
FILING_RECEIVED
FIRST NATIONAL BANK ALASKA PROFIT SHARING & 401(K) PLAN
401(k) retirement plan
Active participants
614
Accounts w/ balance
840
Plan assets (EOY)
$119.5M
Net assets (EOY)
$119.5M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST NATIONAL BANK ALASKA.
Plan sponsor
Name
FIRST NATIONAL BANK ALASKA
EIN
92-0006595
Address
1751 GAMBELL STREET · ANCHORAGE, AK · 99501
Phone
(907) 777-3356
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $97K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $45K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | — | SOUTH BEND, IN | AUDITOR | $25K | — |
Investments
36 direct securities· $119.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price | — | — | — | $10.3M | 8.7% | |
| T Rowe Price | — | — | — | $10.0M | 8.4% | |
| Empower | — | — | — | $9.0M | 7.5% | |
| Fidelity | — | — | — | $8.8M | 7.3% | |
| T Rowe Price | — | — | — | $7.3M | 6.1% | |
| T Rowe Price | — | — | — | $7.2M | 6.0% | |
| JPMorgan | — | — | — | $6.9M | 5.8% | |
| T Rowe Price | — | — | — | $6.2M | 5.2% | |
| Vanguard | — | — | — | $5.5M | 4.6% | |
| T Rowe Price | — | — | — | $5.5M | 4.6% | |
| Vanguard | — | — | — | $4.8M | 4.0% | |
| T Rowe Price | — | — | — | $4.5M | 3.8% | |
| T Rowe Price | — | — | — | $4.0M | 3.3% | |
| Vanguard | — | — | — | $3.5M | 2.9% | |
| Franklin | — | — | — | $3.0M | 2.5% | |
| Vanguard | — | — | — | $2.9M | 2.5% | |
| Vanguard | — | — | — | $2.3M | 1.9% | |
| PIMCO | — | — | — | $2.2M | 1.8% | |
| Vanguard | — | — | — | $1.8M | 1.5% | |
| Notes receivable from participants: | — | — | — | $1.8M | 1.5% | |
| Vanguard | — | — | — | $1.8M | 1.5% | |
| T Rowe Price | — | — | — | $1.6M | 1.3% | |
| Dodge & Cox | — | — | — | $1.3M | 1.1% | |
| Fidelity | — | — | — | $1.2M | 1.0% | |
| Columbia | — | — | — | $948K | 0.8% | |
| T Rowe Price | — | — | — | $913K | 0.8% | |
| Franklin | — | — | — | $875K | 0.7% | |
| T Rowe Price | — | — | — | $787K | 0.7% | |
| Cohen & Steers | — | — | — | $675K | 0.6% | |
| PGIM | — | — | — | $495K | 0.4% | |
| DFA | — | — | — | $450K | 0.4% | |
| T Rowe Price | — | — | — | $350K | 0.3% | |
| MassMutual | — | — | — | $229K | 0.2% | |
| ClearBridge | — | — | — | $183K | 0.2% | |
| T Rowe Price | — | — | — | $132K | 0.1% | |
| PGIM | — | — | — | $31K | <0.1% |