Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEART ASSOCIATE OF HILTON HEAD, LLC
EIN 27-4805706medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
30
35 HOSPITAL CENTER COMMONS, SUITE 101 - HILTON HEAD ISLAND, SC 29926631-255-3617LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 30 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#002
HEART ASSOCIATE OF HILTON HEAD, LLC CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HEART ASSOCIATE OF HILTON HEAD, LLC EMPLOYEES' SAVINGS PLAN
401k
Assets$1.5M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEART ASSOCIATE OF HILTON HEAD, LLC CASH BALANCE PLAN | CashBalance | $3.2M | 7 | 2024 | |
| 001 | HEART ASSOCIATE OF HILTON HEAD, LLC EMPLOYEES' SAVINGS PLAN | 401k | $1.5M | 23 | 2024 |
Retirement plans