Department of Labor filing

ALASKA HEART INSTITUTE, LLC

ALASKA HEART INSTITUTE, LLC 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 17, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

82filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$9,772

Reported employer contributions per active participant.

Higher than about 91% of comparable plans

#People in the filing

272

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$106 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 61% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202482out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions91st percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense61st percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ALASKA HEART INSTITUTE, LLC reported $2,658,083 in employer contributions across the plan and 272 active participants. That works out to $9,772 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy69%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 767500.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 37.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context82/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,658,083
Participant contributions: $2,118,172
Other contributions: $83,582
Employer share of reported contributions: 55.7%
Beginning assets: $66,982,604
Ending assets: $74,454,490
Ending net assets: $74,454,490
Ending liabilities: $0
Total income: $12,807,884
Total expenses: $5,335,998
Administrative expenses: $42,727
Participant loans: $252,308

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

-$1

2023

$10,054

2024

$9,772

Plan-paid administrative expenses per participant

2022

$171

2023

$111

2024

$106

Active participants

2022

256

2023

224

2024

272

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$9,772	272	74.5M	20250917181200NAL0000375603001
2023	$10,054	224	67M	20241008191718NAL0018196113001
2022	-$1	256	58.2M	20231011104317NAL0018916867001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Not stated in the filing
Late participant contributions reported: Not stated in the filing
Public plan identifier: 920165692-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1997
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2J2T3D

Current plan terms

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Filing ACK_ID20250917181200NAL0000375603001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗