Alaska Heart Institute, Llc Cash Balance Plan
Sponsored by Alaska Heart Institute, Llc · EIN 920165692 · Plan #002
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 187
- With balances
- 0
Plan year beginning 01/01/2024
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 | Custodial (other), Custodial (securities), Trustee (institutional) | $29,907 |