Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WINDWARD HEART CENTER, LLC
EIN 26-3207983medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
32
25 MALUNIU AVENUE, SUITE 201 - KAILUA, HI 96734808-261-2441windwardheart.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 32 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
WINDWARD HEART CENTER, LLC 401(K) PLAN
401k
Assets$630K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WINDWARD HEART CENTER, LLC PENSION PLAN
CashBalance
Assets$448K
Participants14
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 | WINDWARD HEART CENTER, LLC 401(K) PLAN | 401k | $630K | 18 | 2024 | |
| 002 | WINDWARD HEART CENTER, LLC PENSION PLAN | CashBalance | $448K | 14 | 2024 |
Retirement plans