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Original filing (PDF)20250723190547NAL0004933312001
ALASKA CENTRAL EXPRESS, INC.
Form 5500
FILING_RECEIVED
ALASKA CENTRAL EXPRESS, INC. 401(K) SALARY REDUCTION PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
235
Accounts w/ balance
314
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MassMutual Life Insurance Co. IndexSelect Moderate 2055 I -" is 31% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALASKA CENTRAL EXPRESS, INC..
Plan sponsor
Name
ALASKA CENTRAL EXPRESS, INC.
EIN
92-0133124
Address
5901 LOCKHEED AVENUE · ANCHORAGE, AK · 99502
Phone
(907) 334-5100
Industry
Transportation & Warehousingsee 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
2025-07-23
Pension benefit codes
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
SWALLING & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $9K | — |
Investments
33 direct securities · 1 pooled fund· $15.0M(100% 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
$7.7M
33 holdings
Pooled Separate Account
$7.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $7.3M | 95.4% | |
| MassMutual Life Insurance Co. IndexSelect Moderate 2055 I - | — | — | — | $2.4M | 30.9% | |
| MassMutual Life Insurance Co. IndexSelect Moderate Retirement I - | — | — | — | $917K | 11.9% | |
| MassMutual Life Insurance Co. IndexSelect Moderate 2035 I - | — | — | — | $780K | 10.2% | |
| MassMutual Life Insurance Co. IndexSelect Moderate 2045 I - | — | — | — | $675K | 8.8% | |
| MassMutual Life Insurance Co. iShares S&P 500 Index K - | — | — | — | $496K | 6.5% | |
| MassMutual Life Insurance Co. MFS Growth R6 - | — | — | — | $440K | 5.7% | |
| Maturities - January 2025 to December 2032 - | — | — | — | $281K | 3.7% | |
| MassMutual Life Insurance Co. IndexSelect Conservative 2035 I - | — | — | — | $261K | 3.4% | |
| MassMutual Life Insurance Co. Vanguard Small-Cap Index Adm - | — | — | — | $259K | 3.4% | |
| MassMutual Life Insurance Co. iShares MSCI EAFE International Index K - | — | — | — | $231K | 3.0% | |
| MassMutual Life Insurance Co. Hartford Dividend and Growth R6 - | — | — | — | $214K | 2.8% | |
| MassMutual Life Insurance Co. iShares Russell Mid-Cap Index K - | — | — | — | $122K | 1.6% | |
| MassMutual Life Insurance Co. Macquarie Emerging Markets R6 - | — | — | — | $84K | 1.1% | |
| MassMutual Life Insurance Co. American Funds Capital Income Builder R6 - | — | — | — | $73K | 1.0% | |
| MassMutual Life Insurance Co. PIMCO Low Duration Instl - 727 Guaranteed Interest Account Empower Annuity Insurance * Company of America MassMutual Guaranteed Interest Account - | — | — | — | $70K | 0.9% | |
| MassMutual Life Insurance Co. MFS International Growth R6 - | — | — | — | $64K | 0.8% | |
| MassMutual Life Insurance Co. IndexSelect Aggressive 2045 I - | — | — | — | $45K | 0.6% | |
| MassMutual Life Insurance Co. IndexSelect Aggressive 2035 I - | — | — | — | $34K | 0.4% | |
| MassMutual Life Insurance Co. iShares U.S. Aggregate Bond Index K - | — | — | — | $34K | 0.4% | |
| MassMutual Life Insurance Co. MFS Mid Cap Growth R6 - | — | — | — | $31K | 0.4% | |
| MassMutual Life Insurance Co. JPMorgan Small Cap Growth R6 - | — | — | — | $28K | 0.4% | |
| MassMutual Life Insurance Co. MassMutual Mid Cap Growth I - | — | — | — | $28K | 0.4% | |
| MassMutual Life Insurance Co. Franklin Small Cap Value R6 - | — | — | — | $23K | 0.3% | |
| MassMutual Life Insurance Co. Cohen & Steers Real Estate Securities Z - | — | — | — | $18K | 0.2% | |
| MassMutual Life Insurance Co. Hartford Schroeders Intl Multi-CP Value SDR - | — | — | — | $16K | 0.2% | |
| MassMutual Life Insurance Co. Pimco Total Return Inst - | — | — | — | $15K | 0.2% | |
| MassMutual Life Insurance Co. PIMCO StocksPLUS® International (U.S. Dollar-Hedged) - | — | — | — | $14K | 0.2% | |
| MassMutual Life Insurance Co. IndexSelect Aggressive 2055 I - | — | — | — | $13K | 0.2% | |
| MassMutual Life Insurance Co. MFS Mid Cap Value R6 - | — | — | — | $12K | 0.2% | |
| MassMutual Life Insurance Co. Pimco Income Instl - | — | — | — | $12K | 0.2% | |
| MassMutual Life Insurance Co. High Yield Bond K - | — | — | — | $10K | 0.1% | |
| MassMutual Life Insurance Co. IndexSelect Aggressive Retirement I - | — | — | — | $5K | <0.1% | |
| MassMutual Life Insurance Co. MFS Government Securities R6 - | — | — | — | $3K | <0.1% |