Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
CHANGE OF HEART CARDIOLOGY, LLC
EIN 20-0881359medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
40
2130 HIGHWAY # 35, BUILDING C SUITE 321C - SEA GIRT, NJ 08750732-974-6700changeofheartcardiology.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 40 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#002
CHANGE OF HEART CARDIOLOGY, LLC CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants24
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CHANGE OF HEART CARDIOLOGY, LLC 401K PLAN
401k
Assets$575K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHANGE OF HEART CARDIOLOGY, LLC CASH BALANCE PLAN | CashBalance | $1.9M | 24 | 2024 | |
| 001 | CHANGE OF HEART CARDIOLOGY, LLC 401K PLAN | 401k | $575K | 16 | 2024 |
Retirement plans