Plan Snapshot
- Plan Sponsor: Alaska Heart Institute, LLC
- Sponsor EIN: 920165692
- Sponsor Address: 3841 PIPER ST, SUITE T-100, ANCHORAGE, AK, 99508
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $74.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 272 | $74.5M | $2.7M | $2.1M |
| 2023 | 224 | $67.0M | $2.3M | $1.9M |
| 2022 | 256 | $58.2M | -$326 | $1.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PORTER & ALLISON, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTER & ALLISON, INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $42,727 | $42,427 | — | — | — |
| 2023 | $40,742 | $40,742 | — | — | — |
| 2022 | $64,583 | $64,583 | — | — | — |