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  2. SAN DIEGO VETERINARY CARDIOLOGY
Sponsor portfolio

SAN DIEGO VETERINARY CARDIOLOGY

EIN 27-0160292-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
8
7040 AVENIDAS ENCINAS, SUITE 104-133 - CARLSBAD, CA 92011917-865-9292
Plans on this EIN
2 filings
#001401k-$2.6M - 4 part#002CashBalance-$585K - 4 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PLAN AND TRUST (#001)82%
  • CASH BALANCE PLAN (#002)18%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)4
  • CASH BALANCE PLAN (#002)4
Total 8Click 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

SAN DIEGO VETERINARY CARDIOLOGY 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$2.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAN DIEGO VETERINARY CARDIOLOGY CASH BALANCE PLAN

CashBalance

Assets$585K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAN DIEGO VETERINARY CARDIOLOGY 401(K) PROFIT SHARING PLAN AND TRUST401k$2.6M42024
002SAN DIEGO VETERINARY CARDIOLOGY CASH BALANCE PLANCashBalance$585K42024
Retirement plans
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