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  2. HEART AND VASCULAR CLINIC INC.
Sponsor portfolio

HEART AND VASCULAR CLINIC INC.

EIN 20-1501118-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
20
1353 EAST MARKET STREET - WARREN, OH 44483330-399-3222
Plans on this EIN
2 filings
#001CashBalance-$3.6M - 8 part#002401k-$563K - 12 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • CLINIC INC. PENSION (#001)86%
  • PROFIT SHARING PLAN (#002)14%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)12
  • CLINIC INC. PENSION (#001)8
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HEART AND VASCULAR CLINIC INC. PENSION PLAN

CashBalance

Assets$3.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HEART AND VASCULAR CLINIC, INC. PROFIT SHARING PLAN

401k

Assets$563K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HEART AND VASCULAR CLINIC INC. PENSION PLANCashBalance$3.6M82024
002HEART AND VASCULAR CLINIC, INC. PROFIT SHARING PLAN401k$563K122024
Retirement plans
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