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Sponsor portfolio

THE HEART SPECIALISTS GROUP LLC

EIN 20-5724065-medical practice-Latest filing 2024
Plans
2
Retirement
2
$927K assets
Welfare
0
Participants
16
1430 ROBIN LANE - SCOTCHPLAINS, NJ 07076973-275-9300heartspecialistsgroup.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$739K - 6 part#002ProfitSharing-$188K - 10 part

Retirement portfolio analytics

2 plans aggregated / $927K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • DEFINED BENEFIT PENSION (#001)80%
  • PROFIT SHARING PENSION (#002)20%
Total $927KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PENSION (#002)10
  • DEFINED BENEFIT PENSION (#001)6
Total 16Click 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

THE HEART SPECIALISTS GROUP LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$739K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE HEART SPECIALISTS GROUP LLC PROFIT SHARING PENSION PLAN

ProfitSharing

Assets$188K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE HEART SPECIALISTS GROUP LLC DEFINED BENEFIT PENSION PLANTraditionalDB$739K62024
002THE HEART SPECIALISTS GROUP LLC PROFIT SHARING PENSION PLANProfitSharing$188K102024
Retirement plans
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