# Alaska Heart Institute, LLC 401(k) Plan
Source: https://planprovider.pro/companies/alaska-heart-institute-llc-plan-001

> Alaska Heart Institute, LLC's 401(k) plan: 272 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MORGAN STANLEY|INVESTMENT ADVISOR|$42,427|—|$42,427|

| PORTER & ALLISON, INC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [PORTER & ALLISON, INC](https://planprovider.pro/provider/porter-and-allison-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,427

- **Estimated Expense Ratio:** 0.057% of plan assets

### 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|—|—|—|

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