How big is SHEE Atika Inc.'s plan?

SHEE Atika Inc.'s plan reported $14.7M in assets and 347 participants for 2024.

Original filing (PDF)20251010141509NAL0018798242001

SHEE Atika Inc.

Name: SHEE Atika Inc. — SHEE Atika, Inc. 401(k) Plan, Form 5500 (2024)
Creator: SHEE Atika Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SHEE Atika, Inc. 401(k) Plan

401(k) retirement plan · SHEE Atika Inc.'s SHEE Atika, Inc. 401(k) Plan held $14.7M in plan assets for 347 participants in 2024, with Fidelity as recordkeeper.

Active participants

347

Accounts w/ balance

298

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

People on this filing

Ptarmica Garnick signed SHEE Atika Inc.'s 2024 Form 5500 as plan administrator.

Ptarmica Garnick — 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

SHEE Atika Inc.'s EIN is 92-0045953.

EIN 92-0045953

Plan number 001

Plan year 2024

ACK ID 20251010141509NAL0018798242001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SHEE Atika Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SHEE Atika Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

37 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Below-peer total plan cost (93rd percentile).

Plan sponsor

Name

SHEE ATIKA INC.

EIN

all filings

Address

315 LINCOLN STREET · SUITE 300 · SITKA, AK · 99835

Phone

(907) 747-3534

Industry

Real Estate

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

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, P.C.

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Investments

37 direct securities· $14.5M(99% of reported assets)

Mutual Funds

$13.9M

35 holdings

Common Collective Trusts

$611K

2 holdings

					% of plan
s * Fidelity Investments FID FREEDOM 2040 K	Mutual Funds	—	—	$2.1M	14.2%
Fidelity Investments FID FREEDOM 2035 K	Mutual Funds	—	—	$1.9M	12.6%
Fidelity Investments FID BLUE CHIP GR	Mutual Funds	—	—	$1.5M	10.1%
Fidelity Investments FID FREEDOM 2045 K	Mutual Funds	—	—	$1.3M	9.1%
Fidelity Investments FID FREEDOM 2030 K	Mutual Funds	—	—	$1.3M	8.8%
Fidelity Investments FID GROWTH COMPANY	Mutual Funds	—	—	$1.0M	6.9%
Fidelity Investments FID FREEDOM 2055 K	Mutual Funds	—	—	$635K	4.3%
Fidelity Investments FID TOTAL MKT IDX	Common Collective Trusts	—	—	$525K	3.6%
Money Market Fund * Fidelity Investments FID GOVT MMKT	Mutual Funds	—	—	$425K	2.9%
Fidelity Investments FID OTC PORTFOLIO	Mutual Funds	—	—	$386K	2.6%
Fidelity Investments FID FREEDOM 2050 K	Mutual Funds	—	—	$343K	2.3%
Fidelity Investments FID CONTRAFUND	Mutual Funds	—	—	$340K	2.3%
Fidelity Investments FID FREEDOM 2060 K	Mutual Funds	—	—	$339K	2.3%
Fidelity Investments FID FREEDOM 2025 K	Mutual Funds	—	—	$256K	1.7%
Fidelity Investments FID LARGE CAP STOCK	Mutual Funds	—	—	$243K	1.7%
Fidelity Investments FID FREEDOM 2065 K	Mutual Funds	—	—	$239K	1.6%
Fidelity Investments FID FREEDOM INC K	Mutual Funds	—	—	$168K	1.1%
Fidelity Investments FID EQ DIV INCOME	Mutual Funds	—	—	$157K	1.1%
Fidelity Investments FID GROWTH STRAT	Mutual Funds	—	—	$125K	0.8%
Fidelity Investments FID FOCUSED STOCK	Mutual Funds	—	—	$121K	0.8%
Fidelity Investments FID SM CAP DISCOVERY	Mutual Funds	—	—	$118K	0.8%
Fidelity Investments FID OVERSEAS	Mutual Funds	—	—	$117K	0.8%
Fidelity Investments FID DIVERSIFD INTL	Mutual Funds	—	—	$90K	0.6%
Fidelity Investments FID EXTD MKT IDX	Common Collective Trusts	—	—	$86K	0.6%
Fidelity Investments FID PURITAN	Mutual Funds	—	—	$84K	0.6%
Fidelity Investments FID VALUE STRAT	Mutual Funds	—	—	$83K	0.6%
Fidelity Investments FID EQUITY INC	Mutual Funds	—	—	$77K	0.5%
Fidelity Investments FID DIVIDEND GR	Mutual Funds	—	—	$73K	0.5%
Fidelity Investments FID INTERMED BOND	Mutual Funds	—	—	$65K	0.4%
Fidelity Investments FID SMALL CAP VALUE	Mutual Funds	—	—	$58K	0.4%
Fidelity Investments FID FREEDOM 2020 K	Mutual Funds	—	—	$55K	0.4%
Fidelity Investments FID FIDELITY FUND	Mutual Funds	—	—	$54K	0.4%
Fidelity Investments FID MID CAP STOCK	Mutual Funds	—	—	$43K	0.3%
Fidelity Investments FID VALUE	Mutual Funds	—	—	$38K	0.3%
Fidelity Investments FID LOW PRICED STK	Mutual Funds	—	—	$32K	0.2%
Fidelity Investments FID REAL ESTATE INVS	Mutual Funds	—	—	$29K	0.2%
Fidelity Investments FID INVST GR BD	Mutual Funds	—	—	$24K	0.2%