Plan Snapshot
- Plan Sponsor: Alaska Heart Institute, LLC
- Sponsor EIN: 920165692
- Sponsor Address: 3841 PIPER ST., SUITE# T-100, ANCHORAGE, AK, 995084674
- Plan Type: DB
- Total Participants: 187
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 187 | $12.4M | $1.7M | $0 |
| 2023 | 223 | $10.0M | $1.7M | $0 |
| 2022 | 221 | $8.2M | $1.6M | $0 |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTER & ALLISON — 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 | $29,907 | $29,907 | — | — | — |
| 2023 | $24,354 | $24,354 | — | — | — |
| 2022 | $21,133 | $21,133 | — | — | — |