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Original filing (PDF)20250717090455NAL0000018402001
DENALI UNIVERSAL SERVICES, LLC
Form 5500
FILING_RECEIVED
DENALI UNIVERSAL SERVICES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
1,109
Accounts w/ balance
1,257
Plan assets (EOY)
$36.9M
Net assets (EOY)
$36.9M
How this plan invests
This plan
1 pooled trust
Schedule D
12 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MORLEY INCOME FUND III" is 27% of plan.
- 65 bps in Schedule C fees — 125% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENALI UNIVERSAL SERVICES, LLC.
Plan sponsor
Name
DENALI UNIVERSAL SERVICES, LLC
EIN
92-0142734
Address
11500 SUKDU WAY, SUITE 100 · ANCHORAGE, AK · 99515
Phone
(907) 522-1300
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
2025-07-17
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WEGMAN DAZET, APC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $174K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $66K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $56 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
12 direct securities · 1 pooled fund· $4.9M(13% 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
$2.5M
1 holding
Uncategorized
$2.5M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE FUND UNION BOND & TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.5M | 6.6% | |
| MORLEY INCOME FUND III | — | — | — | $659K | 1.8% | |
| MORLEY INCOME FUND I | — | — | — | $381K | 1.0% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $342K | 0.9% | |
| MORLEY INCOME FUND IV | — | — | — | $215K | 0.6% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $204K | 0.6% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $184K | 0.5% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $175K | 0.5% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $89K | 0.2% | |
| ACTIVELY MANAGED FUND | — | — | — | $84K | 0.2% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $72K | 0.2% | |
| MORLEY INCOME FUND II | — | — | — | $45K | 0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
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