Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARDIOLOGY SPECIALISTS OF ORANGE COUNTY
EIN 33-0734849health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$12.7M assets
Welfare
0
Participants
101
700 N. TUSTIN AVE. - SANTA ANA, CA 927053508714-245-1444cardiospec.comLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.7M assets / 101 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
CARDIOLOGY SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN
401k
Assets$9.0M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CARDIOLOGY SPECIALISTS OF ORANGE COUNTY CASH BALANCE PLAN
CashBalance
Assets$3.7M
Participants46
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 | CARDIOLOGY SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN | 401k | $9.0M | 55 | 2024 | |
| 003 | CARDIOLOGY SPECIALISTS OF ORANGE COUNTY CASH BALANCE PLAN | CashBalance | $3.7M | 46 | 2024 |
Retirement plans