Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHERN HEART CLINIC, INC.
EIN 03-0600422medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
22
11100 WARNER AVENUE, SUITE 162 - FOUNTAIN VALLEY, CA 92708714-343-7575southernheartclinic.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 22 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHERN HEART CLINIC, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTHERN HEART CLINIC, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$936K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN HEART CLINIC, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 16 | 2025 | |
| 002 | SOUTHERN HEART CLINIC, INC. CASH BALANCE PENSION PLAN | CashBalance | $936K | 6 | 2024 |
Retirement plans