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Sponsor portfolio

CARDIOVASCULAR PEER CONSULTANTS, LLC

EIN 47-4360952-management consulting-Latest filing 2024
Plans
2
Retirement
2
$723K assets
Welfare
0
Participants
4
1706 SOUTH 500 WEST, SUITE 200 - BOUNTIFUL, UT 84010801-631-9448LinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#001TraditionalDB-$472K - 1 part#002401k-$251K - 3 part

Retirement portfolio analytics

2 plans aggregated / $723K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • DEFINED BENEFIT PENSION (#001)65%
  • PROFIT SHARING PLAN (#002)35%
Total $723KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)3
  • DEFINED BENEFIT PENSION (#001)1
Total 4Click 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#001

CARDIOVASCULAR PEER CONSULTANTS, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$472K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CARDIOVASCULAR PEER CONSULTANTS, LLC PROFIT SHARING PLAN

401k

Assets$251K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CARDIOVASCULAR PEER CONSULTANTS, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$472K12024
002CARDIOVASCULAR PEER CONSULTANTS, LLC PROFIT SHARING PLAN401k$251K32024
Retirement plans
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