Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
CARDIOVASCULAR INSTITUTE, PC
EIN 46-1771768Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
17
300 STONECREST BOULEVARD, SUITE 290 - SMYRNA, TN 37167615-751-0905
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 17 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
CARDIOVASCULAR INSTITUTE, PC CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARDIOVASCULAR INSTITUTE, PC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$649K
Participants12
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 | CARDIOVASCULAR INSTITUTE, PC CASH BALANCE PLAN & TRUST | CashBalance | $2.7M | 5 | 2024 | |
| 001 | CARDIOVASCULAR INSTITUTE, PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $649K | 12 | 2024 |
Retirement plans