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Sponsor portfolio

HEART MEDICAL, PLLC

EIN 20-2667121-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$556K assets
Welfare
0
Participants
4
1833 E. 13TH STREET, SUITE 1B - BROOKLYN, NY 11229718-336-4806
Plans on this EIN
2 filings
#002CashBalance-$504K - 2 part#001401k-$52K - 2 part

Retirement portfolio analytics

2 plans aggregated / $556K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • CASH BALANCE PLAN (#002)91%
  • MEDICAL, PLLC 401(K) (#001)9%
Total $556KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • MEDICAL, PLLC 401(K) (#001)2
Total 4Click 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#002

HEART MEDICAL, PLLC CASH BALANCE PLAN

CashBalance

Assets$504K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HEART MEDICAL, PLLC 401(K) PLAN

401k

Assets$52K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HEART MEDICAL, PLLC CASH BALANCE PLANCashBalance$504K22025
001HEART MEDICAL, PLLC 401(K) PLAN401k$52K22024
Retirement plans
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