Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARDIOLOGY CLINIC OF NORTHERN CALIFORNIA
EIN 27-5103855medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
23
969 STORY ROAD, SUITE #6066 - SAN JOSE, CA 951222658408-828-6470cardiology-clinic-of-northern-california.hub.bizLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 23 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
CARDIOLOGY CLINIC OF NORTHERN CALIFORNIA PENSION PLAN
TraditionalDB
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARDIOLOGY CLINIC OF NORTHERN CALIFORNIA RETIREMENT PLAN
401k
Assets$1.0M
Participants16
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 | CARDIOLOGY CLINIC OF NORTHERN CALIFORNIA PENSION PLAN | TraditionalDB | $1.5M | 7 | 2024 | |
| 001 | CARDIOLOGY CLINIC OF NORTHERN CALIFORNIA RETIREMENT PLAN | 401k | $1.0M | 16 | 2024 |
Retirement plans