Alaska Heart Institute, Llc 401(k) Profit Sharing Plan
Sponsored by Alaska Heart Institute, Llc · EIN 920165692 · Plan #001
- Total assets
- $74.5M
- Net assets
- $74.5M
- Active participants
- 272
- With balances
- 383
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $42,427 |
| Qdro Consultants Company, Llc | Other fees | $300 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |