Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEALTH EXCEL CARDIOLOGY ASSOCIATES, P.C.
EIN 22-3749566medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 10 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
HEALTH EXCEL CARDIOLOGY DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HEALTH EXCEL CARDIOLOGY 401(K) PLAN
401k
Assets$503K
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 | |
|---|---|---|---|---|---|---|
| 001 | HEALTH EXCEL CARDIOLOGY DEFINED BENEFIT PLAN | TraditionalDB | $2.0M | 3 | 2024 | |
| 002 | HEALTH EXCEL CARDIOLOGY 401(K) PLAN | 401k | $503K | 7 | 2024 |
Retirement plans