# Alaska Heart Institute, LLC DB Plan
Source: https://planprovider.pro/companies/alaska-heart-institute-llc-plan-002

> Alaska Heart Institute, LLC's DB plan: 187 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, 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|

| MORGAN STANLEY|NONE|$29,907|—|$29,907|

| PORTER & ALLISON|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [PORTER & ALLISON](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:** $29,907

- **Estimated Expense Ratio:** 0.241% 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|$29,907|$29,907|—|—|—|

| 2023|$24,354|$24,354|—|—|—|

| 2022|$21,133|$21,133|—|—|—|

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