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Sponsor portfolio

CARDIOTHORACIC SURGERY CONSULTANTS, INC.

EIN 20-4761119-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
4
7000 VILLAGE PARKWAY, #9 - DUBLIN, CA 94568510-796-4401LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001ProfitSharing-$1.1M - 3 part#002TraditionalDB-$187K - 1 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PROFIT SHARING PLAN (#001)86%
  • DEFINED BENEFIT PENSION (#002)14%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • DEFINED BENEFIT PENSION (#002)1
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#001

CARDIOTHORACIC SURGERY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CARDIOTHORACIC SURGERY CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$187K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CARDIOTHORACIC SURGERY CONSULTANTS, INC. 401(K) PROFIT SHARING PLANProfitSharing$1.1M32024
002CARDIOTHORACIC SURGERY CONSULTANTS, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$187K12024
Retirement plans
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