Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
HEART RHYTHM CONSULTANTS, PA
EIN 20-5417522medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
15
3920 BEE RIDGE RD, SUITE F - SARASOTA, FL 34233941-484-6758heartrhythmdoc.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 15 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#001
HEART RHYTHM CONSULTANTS, P.A. RETIREMENT PLAN
401k
Assets$1.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEART RHYTHM CONSULTANTS, PA CASH BALANCE PLAN
CashBalance
Assets$2K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEART RHYTHM CONSULTANTS, P.A. RETIREMENT PLAN | 401k | $1.1M | 15 | 2025 | |
| 002 | HEART RHYTHM CONSULTANTS, PA CASH BALANCE PLAN | CashBalance | $2K | 0 | 2025 |
Retirement plans