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Original filing (PDF)20251010141509NAL0018798242001
SHEE ATIKA INC.
Form 5500
FILING_RECEIVED
SHEE ATIKA, INC. 401K PLAN
401(k) retirement plan
Active participants
347
Accounts w/ balance
298
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
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 (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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEE ATIKA INC..
Plan sponsor
Name
SHEE ATIKA INC.
EIN
92-0045953
Address
315 LINCOLN STREET · SUITE 300 · SITKA, AK · 99835
Phone
(907) 747-3534
Industry
Real Estatesee 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
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
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
Uncategorized
$12.4M
36 holdings
Mutual Funds
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments FID FREEDOM 2040 K | Mutual Funds | — | — | $2.1M | 14.2% | |
| Fidelity Investments FID FREEDOM 2035 K | — | — | — | $1.9M | 12.6% | |
| Fidelity Investments FID BLUE CHIP GR | — | — | — | $1.5M | 10.1% | |
| Fidelity Investments FID FREEDOM 2045 K | — | — | — | $1.3M | 9.1% | |
| Fidelity Investments FID FREEDOM 2030 K | — | — | — | $1.3M | 8.8% | |
| Fidelity Investments FID GROWTH COMPANY | — | — | — | $1.0M | 6.9% | |
| Fidelity Investments FID FREEDOM 2055 K | — | — | — | $635K | 4.3% | |
| Fidelity Investments FID TOTAL MKT IDX | — | — | — | $525K | 3.6% | |
| Money Market Fund * Fidelity Investments FID GOVT MMKT | — | — | — | $425K | 2.9% | |
| Fidelity Investments FID OTC PORTFOLIO | — | — | — | $386K | 2.6% | |
| Fidelity Investments FID FREEDOM 2050 K | — | — | — | $343K | 2.3% | |
| Fidelity Investments FID CONTRAFUND | — | — | — | $340K | 2.3% | |
| Fidelity Investments FID FREEDOM 2060 K | — | — | — | $339K | 2.3% | |
| Fidelity Investments FID FREEDOM 2025 K | — | — | — | $256K | 1.7% | |
| Fidelity Investments FID LARGE CAP STOCK | — | — | — | $243K | 1.7% | |
| Fidelity Investments FID FREEDOM 2065 K | — | — | — | $239K | 1.6% | |
| Fidelity Investments FID FREEDOM INC K | — | — | — | $168K | 1.1% | |
| Fidelity Investments FID EQ DIV INCOME | — | — | — | $157K | 1.1% | |
| Fidelity Investments FID GROWTH STRAT | — | — | — | $125K | 0.8% | |
| Fidelity Investments FID FOCUSED STOCK | — | — | — | $121K | 0.8% | |
| Fidelity Investments FID SM CAP DISCOVERY | — | — | — | $118K | 0.8% | |
| Fidelity Investments FID OVERSEAS | — | — | — | $117K | 0.8% | |
| Fidelity Investments FID DIVERSIFD INTL | — | — | — | $90K | 0.6% | |
| Fidelity Investments FID EXTD MKT IDX | — | — | — | $86K | 0.6% | |
| Fidelity Investments FID PURITAN | — | — | — | $84K | 0.6% | |
| Fidelity Investments FID VALUE STRAT | — | — | — | $83K | 0.6% | |
| Fidelity Investments FID EQUITY INC | — | — | — | $77K | 0.5% | |
| Fidelity Investments FID DIVIDEND GR | — | — | — | $73K | 0.5% | |
| Fidelity Investments FID INTERMED BOND | — | — | — | $65K | 0.4% | |
| Fidelity Investments FID SMALL CAP VALUE | — | — | — | $58K | 0.4% | |
| Fidelity Investments FID FREEDOM 2020 K | — | — | — | $55K | 0.4% | |
| Fidelity Investments FID FIDELITY FUND | — | — | — | $54K | 0.4% | |
| Fidelity Investments FID MID CAP STOCK | — | — | — | $43K | 0.3% | |
| Fidelity Investments FID VALUE | — | — | — | $38K | 0.3% | |
| Fidelity Investments FID LOW PRICED STK | — | — | — | $32K | 0.2% | |
| Fidelity Investments FID REAL ESTATE INVS | — | — | — | $29K | 0.2% | |
| Fidelity Investments FID INVST GR BD | — | — | — | $24K | 0.2% |
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