Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARDIOVASCULAR WELLNESS LLC
EIN 27-0919854hospital & health careLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 6 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
CARDIOVASCULAR WELLNESS RETIREMENT PLAN
TraditionalDB
Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARDIOVASCULAR WELLNESS 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants3
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 | CARDIOVASCULAR WELLNESS RETIREMENT PLAN | TraditionalDB | $2.1M | 3 | 2024 | |
| 002 | CARDIOVASCULAR WELLNESS 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 3 | 2024 |
Retirement plans