# The Access To Advanced Health Institute (Aahi) 401(k) Plan
Source: https://planprovider.pro/companies/the-access-to-advanced-health-institute-aahi-401k-plan

> The Access To Advanced Health Institute (Aahi)'s 401(k) plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Access To Advanced Health Institute (Aahi)

- **Sponsor EIN:** 911608978

- **Sponsor Address:** 1616 EASTLAKE AVE EAST, SUITE 400, SEATTLE, WA, 98102

- **Plan Type:** 401(k)

- **Total Participants:** 69

- **Total Assets:** $16.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|69|$16.2M|$509,815|$799,248|

| 2023|81|$14.0M|$466,309|$741,356|

| 2022|75|$11.4M|$268,806|$600,792|

## 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|

| CLARK NUBER|Auditor|$21,500|—|$21,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,500

- **Estimated Expense Ratio:** 0.133% 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|$23,499|—|$1,999|$21,500|—|

| 2023|$23,430|—|$23,430|—|—|

| 2022|$23,768|—|$23,768|—|—|

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