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Original filing (PDF)20251015115028NAL0002244323001
KONIAG, INC.
Form 5500
FILING_RECEIVED
KONIAG RETIREMENT PLAN
401(k) retirement plan
Active participants
3,701
Accounts w/ balance
3,834
Plan assets (EOY)
$130.5M
Net assets (EOY)
$130.5M
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)
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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KONIAG, INC..
Plan sponsor
Name
KONIAG, INC.
EIN
92-0042743
Address
3800 CENTERPOINT DR STE 700 · ANCHORAGE, AK · 995035801
Phone
(907) 561-2668
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-15
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)
2A · Age/service weighted or new comparability
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT GROUP | 41-2016508 | — | INVESTMENT ADVISOR | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS | 44-0160260 | — | ACCOUNTANT/AUDITOR | $27K | — |
Investments
36 direct securities· $130.5M(100% of reported assets)
Uncategorized
$112.3M
35 holdings
Mutual Funds
$18.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | Mutual Funds | — | — | $18.2M | 13.9% | |
| JP Morgan JPMorgan Large Cap Growth Fund | — | — | — | $11.0M | 8.4% | |
| John Hancock JHancock Multimanager 2030 Lifetime Fund | — | — | — | $10.9M | 8.3% | |
| John Hancock JHancock Multimanager 2035 Lifetime Fund | — | — | — | $10.6M | 8.1% | |
| John Hancock JHancock Multimanager 2050 Lifetime Fund | — | — | — | $9.2M | 7.0% | |
| John Hancock JHancock Multimanager 2040 Lifetime Fund | — | — | — | $8.8M | 6.8% | |
| John Hancock JHancock Multimanager 2045 Lifetime Fund | — | — | — | $8.3M | 6.4% | |
| John Hancock JHancock Multimanager 2025 Lifetime Fund | — | — | — | $6.8M | 5.2% | |
| John Hancock JHancock Multimanager 2055 Lifetime Fund | — | — | — | $5.6M | 4.3% | |
| Vanguard Federal Money Market Fund | — | — | — | $4.1M | 3.1% | |
| Dodge & Cox Stock Fund | — | — | — | $3.5M | 2.7% | |
| John Hancock JHancock Multimanager 2060 Lifetime Fund | — | — | — | $3.3M | 2.5% | |
| TCW Group TCW MetWest Total Return Bd M Fund | — | — | — | $2.6M | 2.0% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $2.4M | 1.8% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $2.2M | 1.7% | |
| John Hancock JHancock Multimanager 2020 Lifetime Fund | — | — | — | $2.1M | 1.6% | |
| participant accounts | — | — | — | $2.0M | 1.5% | |
| John Hancock JHancock Multimanager 2010 Lifetime Fund | — | — | — | $1.9M | 1.4% | |
| Fidelity Small Cap Value Fund | — | — | — | $1.7M | 1.3% | |
| T. Rowe Price T. Rowe Price Short Term Bond Fund | — | — | — | $1.5M | 1.1% | |
| PIMCO Real Return Institutional Fund | — | — | — | $1.5M | 1.1% | |
| Fidelity International Capital Appreciation Fund | — | — | — | $1.4M | 1.1% | |
| Blackrock High Yield Bond Institutional Fund | — | — | — | $1.3M | 1.0% | |
| Pioneer Select Mid Cap Growth Fund | — | — | — | $1.3M | 1.0% | |
| American Funds American Funds Balanced Fund | — | — | — | $1.2M | 0.9% | |
| Franklin Templeton Franklin Small Cap Growth Fund | — | — | — | $1.1M | 0.9% | |
| John Hancock Multimanager 2065 Lifetime Portfolio Fund | — | — | — | $951K | 0.7% | |
| Columbia Overseas Value International Value Equity Fund | — | — | — | $834K | 0.6% | |
| Invesco Developing Markets Fund | — | — | — | $797K | 0.6% | |
| Hartford International Opportunities Fund | — | — | — | $710K | 0.5% | |
| Dimensional DFA International Small Company Fund | — | — | — | $634K | 0.5% | |
| John Hancock JHancock Multimanager 2015 Lifetime Fund | — | — | — | $622K | 0.5% | |
| Allspring Special Mid Cap Value Institutional Fund | — | — | — | $565K | 0.4% | |
| PGIM Global Total Return Fund | — | — | — | $540K | 0.4% | |
| Deutsche Global Real Estate Securities Fund | — | — | — | $305K | 0.2% | |
| Morgan Stanley Morgan Stanley Institutional Global Strategist Fund | — | — | — | $93K | <0.1% |
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