Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHAN HEART RHYTHM INSTITUTE
EIN 46-4936919health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
22
6709 E. SOUTHERN AVENUE - MESA, AZ 85206480-773-2220chanheartrhythm.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 22 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
CHAN HEART RHYTHM INSTITUTE CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CHAN HEART RHYTHM INSTITUTE 401(K) PROFIT SHARING PLAN
401k
Assets$785K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHAN HEART RHYTHM INSTITUTE CASH BALANCE PLAN | CashBalance | $2.7M | 3 | 2024 | |
| 001 | CHAN HEART RHYTHM INSTITUTE 401(K) PROFIT SHARING PLAN | 401k | $785K | 19 | 2024 |
Retirement plans