Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VASCULAR HEART & LUNG ASSOCIATES, PC
EIN 26-1647174medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
22
PO BOX 7929 - CHANDLER, AZ 85246480-722-7589vascularheartandlung.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 22 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
VASCULAR HEART & LUNG ASSOCIATES, PC CASH BALANCE PLAN
CashBalance
Assets$3.6M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VASCULAR HEART & LUNG ASSOCIATES, PC 401(K) PROFIT SHARING PLAN
401k
Assets$717K
Participants12
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 | VASCULAR HEART & LUNG ASSOCIATES, PC CASH BALANCE PLAN | CashBalance | $3.6M | 10 | 2024 | |
| 002 | VASCULAR HEART & LUNG ASSOCIATES, PC 401(K) PROFIT SHARING PLAN | 401k | $717K | 12 | 2024 |
Retirement plans