Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAN DIEGO CARDIOVASCULAR AND THORACIC SURGEONS, INC.
EIN 20-0032224medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
13
8010 FROST STREET, SUITE 408 - SAN DIEGO, CA 92123858-939-7471sdcva.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 13 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
SAN DIEGO CARDIOVASCULAR AND THORACIC SURGEONS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SAN DIEGO CARDIOVASCULAR AND THORACIC SURGEONS, INC. CASH BALANCE
CashBalance
Assets$111K
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 | |
|---|---|---|---|---|---|---|
| 001 | SAN DIEGO CARDIOVASCULAR AND THORACIC SURGEONS, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 11 | 2024 | |
| 003 | SAN DIEGO CARDIOVASCULAR AND THORACIC SURGEONS, INC. CASH BALANCE | CashBalance | $111K | 2 | 2024 |
Retirement plans