Plan Ledger DOL Form 5500 · updated monthly

Alaska Heart Institute, LLC401(k)

ALASKA HEART INSTITUTE, LLC 401(K) PROFIT SHARING PLAN · ANCHORAGE, AK · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Alaska Heart Institute, LLC reported $42,727 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,772 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.10% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 27th-largest of 160 plans among Alaska employers on file, and the 1,374th of 11,911 in health care & social assistance. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$74,454,490
Participants with balances383
Active participants272
Employer contributions$2,658,083
Employee contributions$2,118,172
Employer contribution per active participant$9,772
Average account balance$194,398
Benefits paid to participants$5,288,651
Plan history3
Yearassets · accounts · employer contribution
2024$74.5M · 383 accts · $2.7M emplr
2023$67.0M · 348 accts · $2.3M emplr
2022$58.2M · 351 accts
Administrative expenses, itemized · 2024
Investment management$42,427
Total administrative$42,727
The Alaska Heart Institute, LLC 401(k) match · 2024
Employer contribution per active participant$9,772
Median for plans this size$3,635
2024$9,772 per active participant
2023$10,054 per active participant

Alaska Heart Institute, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MORGAN STANLEY · Investment advisory (plan)$42,427
QDRO CONSULTANTS COMPANY, LLC$300

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$42,727 · 0.06%
2023$40,742 · 0.07%
2022$64,583 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Alaska
Foundation Health Partners AK$211.9M · 0.04%
Central Peninsula Hospital AK$113.0M · 0.09%
Orthoalaska, LLC AK$44.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920165692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.