Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONNECTICUT VALLEY GENERAL & VASCULAR SURGICAL ASSOC PC
EIN 06-1350181Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
4
115 ELM STREET, STE 106 - ENFIELD, CT 060823726860-741-5619
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 4 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#004
CONNECTICUT VALLEY GENERAL & VASCULAR SURGICAL ASSOC PC PROFIT SHARING PLAN
ProfitSharing
Assets$2.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CONNECTICUT VALLEY GENERAL & VASCULAR SURGICAL ASSOC PC MONEY PURCHASE PLAN
MoneyPurchase
Assets$574K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | CONNECTICUT VALLEY GENERAL & VASCULAR SURGICAL ASSOC PC PROFIT SHARING PLAN | ProfitSharing | $2.0M | 2 | 2024 | |
| 003 | CONNECTICUT VALLEY GENERAL & VASCULAR SURGICAL ASSOC PC MONEY PURCHASE PLAN | MoneyPurchase | $574K | 2 | 2024 |
Retirement plans