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Original filing (PDF)20251010111922NAL0007592705001
OUZINKIE NATIVE CORPORATION
Form 5500
FILING_RECEIVED
ONC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,284
Accounts w/ balance
830
Plan assets (EOY)
$39.1M
Net assets (EOY)
$39.1M
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
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
80
Participation health
65
Knocking points off
- 50 bps in Schedule C fees — 71% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
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 OUZINKIE NATIVE CORPORATION.
Plan sponsor
Name
OUZINKIE NATIVE CORPORATION
EIN
92-0045331
Address
11001 O'MALLEY CENTER DRIVE · SUITE 204 · ANCHORAGE, AK · 99515
Phone
(907) 333-7000
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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCDIRMIT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLABORATIVE WEALTH MANAGEMENT | — | LAKE MARY, FL | INVESTMENT ADVISOR | $61K | — |
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | INVESTMENT ADVISOR | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BATES & COMPANY INC | — | WINTER PARK, FL | CONTRACT ADMIN | $23K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOD VILLAGE, CO | INVESTMENT MGMT | $72K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $30K | — |
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.
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