Employers › Cook Inlet Region
Recordkeeping fees per participant · Cook Inlet Region 401(k) Retirement Plan · plan year 2024
$63.40
Higher than 69% of the 1,697 plans $250M to 1B that report it.
= $431,625 / 6,808
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925153409NAL0009347424001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925153409NAL0009347424001, received 2025-09-25
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-25.
Administrative expenses excluding investment management, per participant
$68.84
Higher than 51% of the 2,324 plans $250M to 1B that report it.
= $468,675 / 6,808
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925153409NAL0009347424001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925153409NAL0009347424001, received 2025-09-25
Administrative expenses per participant
$76.19
Higher than 41% of the 2,405 plans $250M to 1B that report it.
= $518,675 / 6,808
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925153409NAL0009347424001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925153409NAL0009347424001, received 2025-09-25
Administrative expenses as a share of assets
0.088%
Higher than 59% of the 2,407 plans $250M to 1B that report it.
= $518,675 / $589,391,820
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925153409NAL0009347424001, received 2025-09-25
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925153409NAL0009347424001, received 2025-09-25
Employer contributions per participant
$3,554
Higher than 58% of the 2,457 plans $250M to 1B that report it.
= $24,195,362 / 6,808
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925153409NAL0009347424001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925153409NAL0009347424001, received 2025-09-25
Employer share of total contributions
34.3%
Higher than 61% of the 2,459 plans $250M to 1B that report it.
= $24,195,362 / $70,460,836
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925153409NAL0009347424001, received 2025-09-25
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925153409NAL0009347424001, received 2025-09-25
Plan terms are not published in public filings.
2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 2G fully participant-directed · 3H controlled-group sponsor · 2E profit-sharing · 2F ERISA 404(c) plan · 3D IRS pre-approved plan · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250925153409NAL0009347424001, received 2025-09-25
| Field | Value | Source |
|---|---|---|
| Plan sponsor | COOK INLET REGION, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Plan name | COOK INLET REGION 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Sponsor EIN / plan number | 92-0042304 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Sponsor location | ANCHORAGE, AK | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Filing received | 2025-09-25 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Participants, beginning of year | 6,869 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Active participants | 5,327 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Participants, end of year | 7,116 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Participants with an account balance | 6,808 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Total assets, beginning of year | $498,406,925 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Total assets, end of year | $589,391,820 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Net assets, end of year | $589,391,820 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Total income | $147,073,595 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Net income | $90,984,895 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Employer contributions | $24,195,362 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Participant contributions | $38,584,175 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Other contributions (incl. rollovers) | $7,681,299 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Total contributions | $70,460,836 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Benefit payments | $55,540,715 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Total expenses (incl. benefit payments) | $56,088,700 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Total administrative expenses | $518,675 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Contract administrator fees | $300 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Recordkeeping fees | $431,625 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| IQPA audit fees | $36,750 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Investment advisory and management fees | $50,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Administrative expenses excluding investment management | $468,675 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Held in common/collective trusts | $373,756,603 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Held in mutual funds | $177,513,828 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250925153409NAL0009347424001, received 2025-09-25 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250925153409NAL0009347424001, received 2025-09-25 |
Position = column in the DOL layout for form year 2024. Filing 20250925153409NAL0009347424001, received 2025-09-25.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $432,478 | yes |
| UBS | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $50,000 | no |
| MOSS ADAMS LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $36,750 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250925153409NAL0009347424001, received 2025-09-25.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $498,406,925 | $589,391,820 | 18.3% |
| Participants with a balance | 6,583 | 6,808 | 3.4% |
| Administrative expenses | $407,728 | $518,675 | 27.2% |
| Recordkeeping fees per participant | $49.54 | $63.40 | 28.0% |
| Employer contributions | $34,871,337 | $24,195,362 | -30.6% |
Prior filing 20241009164654NAL0031900336001, received 2024-10-09; the plan years are contiguous.
Sponsor name as filed: COOK INLET REGION, INC.; SEC registrant: COOK INLET REGION, INC. (CIK 1313243, matched by EIN).