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Original filing (PDF)20251008143409NAL0009978496001
BERING STRAITS NATIVE CORPORATION
Form 5500
FILING_RECEIVED
BERING STRAITS NATIVE CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,357
Accounts w/ balance
2,219
Plan assets (EOY)
$108.8M
Net assets (EOY)
$108.8M
How this plan invests
This plan
14 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — 255% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERING STRAITS NATIVE CORPORATION.
Plan sponsor
Name
BERING STRAITS NATIVE CORPORATION
EIN
92-0042240
Address
3301 C ST., STE 100 · ANCHORAGE, AK · 995033958
Phone
(907) 334-8300
Industry
Other Services (ex. Public Admin)see 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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLARK NUBER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | ADVISORY | $43K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER | 91-1194016 | — | AUDITOR | $43K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $300K | — |
Investments
15 direct securities · 14 pooled funds· $105.3M(97% 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.
Common Collective Trust
$61.2M
14 holdings
Uncategorized
$44.1M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual Fund | — | — | — | $12.0M | 11.0% | |
| T ROWE RETIREMENT TRUST 2045 T ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $9.5M | 8.7% | |
| T ROWE RETIREMENT TRUST 2035 T ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $8.3M | 7.6% | |
| T ROWE RETIREMENT TRUST 2030 T ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $8.1M | 7.4% | |
| T ROWE RETIREMENT TRUST 2040 T ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $7.3M | 6.7% | |
| T ROWE RETIREMENT TRUST 2050 T ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.2M | 6.6% | |
| JPMorgan Large Cap Growth Mutual Fund | — | — | — | $7.1M | 6.5% | |
| Lincoln Stable Value Account Fixed Annuity Contract | — | — | — | $6.7M | 6.2% | |
| T ROWE RETIREMENT TRUST 2025 T ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $6.1M | 5.6% | |
| T ROWE RETIREMENT TRUST 2055 T ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.0M | 4.6% | |
| T ROWE RETIREMENT TRUST 2020 T ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.5M | 4.1% | |
| T ROWE RETIREMENT TRUST 2060 T ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.5% | |
| Interest, Collateral, Par, or Maturity Value Dodge & Cox Stock Mutual Fund | — | — | — | $2.7M | 2.4% | |
| Vanguard Total Bond Market Index Mutual Fund | — | — | — | $2.5M | 2.3% | |
| Vanguard Extended Market Index Mutual Fund | — | — | — | $2.4M | 2.2% | |
| Vanguard Total International Stock Index Mutual Fund | — | — | — | $2.1M | 2.0% | |
| JPMorgan Mid Cap Growth Mutual Fund | — | — | — | $1.7M | 1.6% | |
| Voya Intermediate Bond Mutual Fund | — | — | — | $1.5M | 1.4% | |
| Allspring Special Mid Cap Value Mutual Fund | — | — | — | $1.1M | 1.0% | |
| Hartford Small Company Mutual Fund | — | — | — | $1.0M | 0.9% | |
| T ROWE RETIREMENT TRUST 2015 T ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $988K | 0.9% | |
| American Funds EuroPacific Growth Mutual Fund | — | — | — | $893K | 0.8% | |
| Participant loans Rates from 4.25% to 9.50% -0- | — | — | — | $892K | 0.8% | |
| Victory Sycamore Small Company Mutual Fund | — | — | — | $844K | 0.8% | |
| T ROWE RETIREMENT TRUST 2010 T ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $812K | 0.7% | |
| American Funds New World Mutual Fund | — | — | — | $727K | 0.7% | |
| T ROWE RETIREMENT TRUST 2065 T ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $678K | 0.6% | |
| T ROWE RETIREMENT TRUST 2005 T ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $184K | 0.2% | |
| T ROWE RETIREMENT BALANCE TRUST T ROWE PRICE · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $43K | <0.1% |
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