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Sponsor portfolio

CEDAR VALLEY PATHOLOGISTS, PC

EIN 42-1102968-medical practice-Latest filing 2025
Plans
2
Retirement
2
$11.3M assets
Welfare
0
Participants
18
P.O. BOX 157 - CEDAR RAPIDS, IA 524060157319-369-7002cedarvalleypathologists.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$5.6M - 9 part#003CashBalance-$5.6M - 9 part

Retirement portfolio analytics

2 plans aggregated / $11.3M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PLAN & TRUST (#002)50%
  • CASH BALANCE PLAN (#003)50%
Total $11.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)9
  • CASH BALANCE PLAN (#003)9
Total 18Click 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

CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CEDAR VALLEY PATHOLOGISTS, PC CASH BALANCE PLAN

CashBalance

Assets$5.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST401k$5.6M92025
003CEDAR VALLEY PATHOLOGISTS, PC CASH BALANCE PLANCashBalance$5.6M92025
Retirement plans
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