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Original filing (PDF)20251012191732NAL0001076192001
KAWERAK, INC.
Form 5500
FILING_RECEIVED
KAWERAK, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 2
50% in single holdingNo recordkeeper disclosed
Active participants
275
Accounts w/ balance
282
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
How this plan invests
This plan
6 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: INTELLICENTS AGGRESSIVE CIF (extraction pending)]" is 50% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAWERAK, INC..
Plan sponsor
Name
KAWERAK, INC.
EIN
92-0047009
Address
P.O. BOX 948 · NOME, AK · 99762
Phone
(907) 443-5231
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
13 direct securities · 6 pooled funds· $2.0M(11% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.9M
6 holdings
Uncategorized
$106K
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INTELLICENTS AGGRESSIVE CIF INTELLICENTS AGGRESSIVE CIF · EIN 87-0860881 / PN 001 | Common Collective Trust | — | — | $958K | 5.3% | |
| INTELLICENTS MODERATELY AGGRES CIF INTELLICENTS MODERATELY AGGRESSIVE CIF · EIN 86-3914399 / PN 001 | Common Collective Trust | — | — | $432K | 2.4% | |
| INTELLICENTS CONSERVATIVE CIF INTELLICENTS CONSERVATIVE CIF · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $228K | 1.3% | |
| INTELLICENTS MODERATE CIF INTELLICENTS MODERATE CIF · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $198K | 1.1% | |
| [DFE: INTELLICENTS MODERATELY CONSERVATIVE CIF (extraction pending)] | — | — | — | $99K | 0.6% | |
| INTELLICEENTS MODERATE CONSERV CIF INTELLICENTS MODERATELY CONSERVATIVE CIF · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $99K | 0.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| MORLEY INCOME FUND III | — | — | — | $2K | <0.1% | |
| MORLEY INCOME FUND I | — | — | — | $1K | <0.1% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $934 | <0.1% | |
| MORLEY INCOME FUND IV | — | — | — | $587 | <0.1% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $558 | <0.1% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $501 | <0.1% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $479 | <0.1% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $244 | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $229 | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $197 | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $123 | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
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