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Original filing (PDF)20250306104504NAL0005302515001
FAIRBANKS NATIVE ASSOCIATION, INC.
Form 5500
FILING_RECEIVED
FAIRBANKS NATIVE ASSOCIATION PROFIT SHARING PLAN
401(k) retirement plan
Active participants
159
Accounts w/ balance
256
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 73 bps in Schedule C fees — 151% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAIRBANKS NATIVE ASSOCIATION, INC..
Plan sponsor
Name
FAIRBANKS NATIVE ASSOCIATION, INC.
EIN
92-0037488
Address
3830 S CUSHMAN ST · SUITE 100 · FAIRBANKS, AK · 99701
Phone
(907) 452-1648
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-06
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ALTMAN, ROGERS & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS | — | NORFOLK, NE | RECORDKEEPING TPA | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIOT COVE CAPITAL MANAGEMENT | — | SEATTLE, WA | INVESTMENT ADVISOR | $46K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.