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  2. HEART AND VASCULAR CARE, PC
Sponsor portfolio

HEART AND VASCULAR CARE, PC

EIN 37-1668373-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
13
75 BARCLAY CIRCLE, SUITE 230 - ROCHESTER HILLS, MI 48307248-246-1127
Plans on this EIN
2 filings
#002CashBalance-$2.0M - 5 part#001401k-$258K - 8 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • CASH BALANCE PLAN (#002)89%
  • PROFIT SHARING PLAN (#001)11%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
  • CASH BALANCE PLAN (#002)5
Total 13Click 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#002

HEART AND VASCULAR CARE, PC CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HEART AND VASCULAR CARE, PC 401(K) PROFIT SHARING PLAN

401k

Assets$258K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HEART AND VASCULAR CARE, PC CASH BALANCE PLANCashBalance$2.0M52024
001HEART AND VASCULAR CARE, PC 401(K) PROFIT SHARING PLAN401k$258K82024
Retirement plans
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