Three Bears Alaska 401(k) Plan
Sponsored by Three Bears Alaska, Inc. · EIN 920081221 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 545
- With balances
- 648
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Automatic Data Processing, Inc. | Recordkeeping | $52,131 |
| Bdo Usa, Llp | Accounting, Direct payment from the plan | $26,700 |
| Pension Plan Specialists, Pc | Contract administrator, Direct payment from the plan, Recordkeeping fees | $23,475 |
| Usi Advisors, Inc. | Investment advisory (participants) | $18,693 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $511 |