Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEART MD, LLC
EIN 45-2086082Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$510K assets
Welfare
1
Participants
21
404 CORDER ROAD, SUITE 400 - WARNER ROBINS, GA 31088478-257-5533
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $510K assets / 15 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 MD CASH BALANCE PLAN
CashBalance
Assets$481K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
HEART MD 401(K) PROFIT SHARING PLAN
401k
Assets$29K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
HEART MD CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEART MD CASH BALANCE PLAN | CashBalance | $481K | 6 | 2025 | |
| 001 | HEART MD 401(K) PROFIT SHARING PLAN | 401k | $29K | 9 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | HEART MD CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans