Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A.M. CARDIOVASCULAR SPECIALISTS
EIN 20-3302489Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$613K assets
Welfare
0
Participants
12
597 WEST SESAME DR STE B - HARLINGEN, TX 78550956-970-8208
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $613K assets / 12 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
A.M. CARDIOVASCULAR SPECIALISTS CASH BALANCE PLAN
CashBalance
Assets$511K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
A.M. CARDIOVASCULAR SPECIALISTS 401(K) PROFIT SHARING PLAN
401k
Assets$102K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | A.M. CARDIOVASCULAR SPECIALISTS CASH BALANCE PLAN | CashBalance | $511K | 5 | 2024 | |
| 001 | A.M. CARDIOVASCULAR SPECIALISTS 401(K) PROFIT SHARING PLAN | 401k | $102K | 7 | 2024 |
Retirement plans