How big is Kodiak Area Native Association's plan?

Kodiak Area Native Association's plan reported $25.2M in assets and 251 participants for 2024.

Original filing (PDF)20251211202000NAL0007894256001

Kodiak Area Native Association

Name: Kodiak Area Native Association — Kodiak Area Native, Form 5500 (2024)
Creator: Kodiak Area Native Association
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kodiak Area Native Association 401(k) Profit Sharing Plan

401(k) retirement plan · Kodiak Area Native Association's Kodiak Area Native Association 401(k) Profit Sharing Plan held $25.2M in plan assets for 251 participants in 2024, with Mutual of America as recordkeeper.

Signals · 2

Late filing · 0.8 moLate participant contributions

Active participants

251

Accounts w/ balance

454

Plan assets (EOY)

$25.2M

Net assets (EOY)

$25.2M

People on this filing

Amanda Nelson signed Kodiak Area Native Association's 2024 Form 5500 as plan administrator.

Amanda Nelson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kodiak Area Native Association's EIN is 92-0038225.

EIN 92-0038225

Plan number 001

Plan year 2024

ACK ID 20251211202000NAL0007894256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kodiak Area Native Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kodiak Area Native Association's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KODIAK AREA NATIVE ASSOCIATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

49 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 0.8 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Helping the score

Below-peer total plan cost (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

KODIAK AREA NATIVE ASSOCIATION

EIN

all filings

Address

3449 E REZANOF DR · KODIAK, AK · 996156952

Phone

(907) 486-9807

Industry

Health Care & Social Assistance

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

2025-12-11

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$3K	—

Investments

49 direct securities · 1 pooled fund· $48.5M(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.

Pooled Separate Account

$23.4M

1 holding

Other securities

$17.9M

30 holdings

Common Collective Trusts

$3.7M

4 holdings

Mutual Funds

$3.0M

11 holdings

Bonds / Notes

$352K

1 holding

Pooled Separate Accounts

$290K

2 holdings

Cash / Money Market

$1K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$1.8M T. Rowe Price$1.6M Vanguard$1.1M American Century$746K Eaton Vance / Calvert$645K Goldman Sachs$115K Invesco$89K Neuberger Berman$66K American Funds (Capital Group)

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					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$23.4M	92.7%
Mutual of America 2045 Retirement Fund	Other securities	—	—	$3.2M	12.8%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$2.4M	9.6%
Mutual of America T. Rowe Price Blue Chip Growth Fund	Other securities	—	—	$1.6M	6.4%
Mutual of America 2055 Retirement Fund	Other securities	—	—	$1.5M	6.1%
Mutual of America 2050 Retirement Fund	Other securities	—	—	$1.5M	6.1%
Fully Benefit Responsive Investment Contract * Mutual of America Interest Accumulation Account	Other securities	—	—	$1.4M	5.5%
Mutual of America Fidelity VIP Contra Fund	Mutual Funds	—	—	$1.2M	4.6%
Mutual of America DWS Capital Growth Fund	Other securities	—	—	$1.1M	4.6%
Mutual of America 2040 Retirement Fund	Other securities	—	—	$1.1M	4.3%
Mutual of America 2030 Retirement Fund	Other securities	—	—	$1.0M	4.2%
Mutual of America 2035 Retirement Fund	Other securities	—	—	$921K	3.7%
Mutual of America Mid-Cap Equity Index Fund	Common Collective Trusts	—	—	$901K	3.6%
Mutual of America 2060 Retirement Fund	Other securities	—	—	$883K	3.5%
Mutual of America American Century VP Cap Appreciation Fund	Other securities	—	—	$746K	3.0%
Mutual of America Calvert Social Balanced Fund	Other securities	—	—	$645K	2.6%
Mutual of America Vanguard VIF Diversified Value Fund	Mutual Funds	—	—	$481K	1.9%
Mutual of America Fidelity VIP Equity Income Fund	Mutual Funds	—	—	$468K	1.9%
Mutual of America 2065 Retirement Fund	Other securities	—	—	$449K	1.8%
Mutual of America Vanguard VIF International Fund	Mutual Funds	—	—	$430K	1.7%
Participant Loans Interest rates ranging from 4.25% to 9.50% -	Bonds / Notes	—	—	$352K	1.4%
Mutual of America 2025 Retirement Fund	Other securities	—	—	$347K	1.4%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$306K	1.2%
Mutual of America Small-Cap Value Fund	Other securities	—	—	$254K	1.0%
Mutual of America Vanguard VIF Total Bond Market Index Fund	Common Collective Trusts	—	—	$179K	0.7%
s * Mutual of America Aggressive Allocation Fund	Pooled Separate Accounts	—	—	$177K	0.7%
Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$175K	0.7%
Mutual of America 2020 Retirement Fund	Other securities	—	—	$172K	0.7%
Mutual of America Fidelity VIP Mid-Cap Fund	Mutual Funds	—	—	$163K	0.6%
s (Continued) * Mutual of America Small-Cap Growth Fund	Pooled Separate Accounts	—	—	$112K	0.4%
Mutual of America Composite Fund	Other securities	—	—	$92K	0.4%
Mutual of America Oppenheimer VA Main Street Fund	Mutual Funds	—	—	$89K	0.4%
Mutual of America Conservative Allocation Fund	Other securities	—	—	$83K	0.3%
Mutual of America Goldman Sachs VIT US Equity Insights Fund	Other securities	—	—	$70K	0.3%
Mutual of America Neuberger Berman AMT Equity Portfolio Fund	Other securities	—	—	$66K	0.3%
Mutual of America American Funds Insurance SNWF Fund	Mutual Funds	—	—	$61K	0.2%
Mutual of America International Fund	Other securities	—	—	$54K	0.2%
Mutual of America Fidelity VIP Asset Manager Fund	Mutual Funds	—	—	$52K	0.2%
Mutual of America MFS VIT III Mid Cap Value Portfolio Fund	Mutual Funds	—	—	$48K	0.2%
Mutual of America Goldman Sachs VIT Small Cap Equity Fund	Other securities	—	—	$44K	0.2%
Mutual of America 2015 Retirement Fund	Other securities	—	—	$43K	0.2%
Mutual of America All America Fund	Other securities	—	—	$30K	0.1%
Mutual of America Victory RS Small Cap Growth Equity VIP Fund	Other securities	—	—	$18K	<0.1%
Mutual of America Bond Fund	Other securities	—	—	$18K	<0.1%
Mutual of America Mid-Cap Value Fund	Other securities	—	—	$17K	<0.1%
Mutual of America Retirement Income Fund	Other securities	—	—	$14K	<0.1%
Mutual of America Delaware VIP Small Cap Value Series Fund	Other securities	—	—	$7K	<0.1%
Mutual of America Vanguard VIF REIT Index Portfolio Fund	Mutual Funds	—	—	$7K	<0.1%
Mutual of America Money Market Fund 337 * Mutual of America Mid-Term Bond Fund	Cash / Money Market	—	—	$1K	<0.1%
Mutual of America PIMCO VIT Real Return Institutional Fund	Mutual Funds	—	—	$1K	<0.1%

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