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Original filing (PDF)20251224113323NAL0006549555001
TANADGUSIX CORPORATION
Form 5500
FILING_RECEIVED
TANADGUSIX CORPORATION 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 3
Late filing · 1.3 mo26% in single holdingNo recordkeeper disclosed
Active participants
456
Accounts w/ balance
546
Plan assets (EOY)
$34.6M
Net assets (EOY)
$34.6M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
95
Concentration risk
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.3 months past the 10.5-month grace window.
- Top holding "s * John Hancock Multimanager Lifestyle Balanced R6" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TANADGUSIX CORPORATION.
Plan sponsor
Name
TANADGUSIX CORPORATION
EIN
92-0045263
Address
3601 C ST. #1000-10 · ANCHORAGE, AK · 99503
Phone
(907) 278-2312
Industry
Finance & Insurancesee all
Plan administrator
Name
TANADGUSIX CORPORATION
EIN
92-0045263
City
ANCHORAGE, AK
Phone
(907) 278-2312
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-24
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
BDO USA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FSA INC | 59-2937883 | ST. PETERSBURG, FL | AGENT | $47K | — |
| JOHN HANCOCK | 01-0233346 | — | AGENT | $42K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL BENEFIT SERVICES | 93-0998477 | SALEM, OR | TPA | $0 | — |
Investments
38 direct securities · 1 pooled fund· $34.4M(99% 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.
Uncategorized
$24.5M
37 holdings
Mutual Funds
$8.9M
1 holding
Pooled Separate Account
$978K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * John Hancock Multimanager Lifestyle Balanced R6 | Mutual Funds | — | — | $8.9M | 25.8% | |
| John Hancock Multimanager Lifestyle Growth R6 | — | — | — | $4.2M | 12.1% | |
| Putnam Global Technology R6 | — | — | — | $3.0M | 8.6% | |
| Fidelity Blue Chip Growth K6 | — | — | — | $2.0M | 5.8% | |
| John Hancock Multimanager Lifestyle Agg R6 | — | — | — | $1.4M | 4.1% | |
| John Hancock Multimanager 2030 Lifetime R6 | — | — | — | $1.2M | 3.5% | |
| JOHN HANCOCK USA SUBACCOUNTS JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $978K | 2.8% | |
| J.P. Morgan U.S. Equity R5 | — | — | — | $973K | 2.8% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $969K | 2.8% | |
| John Hancock Multimanager Lifestyle Moderate R6 | — | — | — | $966K | 2.8% | |
| John Hancock Multimanager 2025 Lifetime R6 | — | — | — | $961K | 2.8% | |
| John Hancock Multimanager 2020 LifetimeR6 | — | — | — | $919K | 2.7% | |
| Participant loans Interest rates of 5.25% to 10.50% | — | — | — | $642K | 1.9% | |
| American Funds American Balanced Fund R6 | — | — | — | $591K | 1.7% | |
| Vanguard Value Index Fund Admiral | — | — | — | $533K | 1.5% | |
| John Hancock Multimanager 2035 Lifetime R6 | — | — | — | $519K | 1.5% | |
| Vanguard Small Growth Admiral | — | — | — | $485K | 1.4% | |
| John Hancock Multimanager 2050 Lifetime R6 | — | — | — | $411K | 1.2% | |
| Vanguard Midcap Growth Ind Admiral | — | — | — | $393K | 1.1% | |
| Fidelity Advisor Total Bd Institutional | — | — | — | $386K | 1.1% | |
| John Hancock Multimanager 2055 Lifetime R6 | — | — | — | $369K | 1.1% | |
| Victory RS Global Fund R6 | — | — | — | $368K | 1.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $338K | 1.0% | |
| Dodge & Cox Stock Institutional | — | — | — | $333K | 1.0% | |
| John Hancock Multimanager 2040 Lifetime R6 | — | — | — | $299K | 0.9% | |
| John Hancock Multimanager 2045 Lifetime R6 | — | — | — | $287K | 0.8% | |
| American Funds New Perspective R6 | — | — | — | $268K | 0.8% | |
| John Hancock Multimanager 2060 Lifetime R7 | — | — | — | $264K | 0.8% | |
| John Hancock Multimanager Lifestyle Con R6 | — | — | — | $247K | 0.7% | |
| Parnassus Core Equity Investor | — | — | — | $211K | 0.6% | |
| T. Rowe Price Small Cap Value Institutional | — | — | — | $183K | 0.5% | |
| American Funds New World Fund R6 | — | — | — | $159K | 0.5% | |
| T. Rowe Price Mid Cap Value Institutional | — | — | — | $159K | 0.5% | |
| Vanguard Small Cap Value Ind | — | — | — | $132K | 0.4% | |
| Federated Hermes Institutional High Yield Bond IS | — | — | — | $114K | 0.3% | |
| John Hancock Multimanager 2065 Lifetime R6 | — | — | — | $90K | 0.3% | |
| Royce Small Cap Opportunity Fund Institutional | — | — | — | $87K | 0.3% | |
| Impax Sustainable Allocation Inv | — | — | — | $38K | 0.1% | |
| Money Market Fund J.P. Morgan U.S. Government Money Market Fund | — | — | — | $9K | <0.1% |