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Sponsor portfolio

SOUTH CHARLESTON CARDIOLOGY ASSOCIATES, P.L.L.C.

EIN 55-0756439-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$10.6M assets
Welfare
1
Participants
28
4607 MACCORKLE AVENUE, S. W.,, SUITE 300 - SOUTH CHARLESTON, WV 25309304-766-3688heartston.comLinkedIn11-50 employees
Plans on this EIN
3 filings
#003CashBalance-$7.5M - 12 part#002401k-$3.0M - 16 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $10.6M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PENSION (#003)71%
  • P.L.L.C., 401(K) PSP (#002)29%
Total $10.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.L.L.C., 401(K) PSP (#002)16
  • CASH BALANCE PENSION (#003)12
Total 28Click 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#003

SOUTH CHARLESTON CARDIOLOGY ASSOCIATES, PLLC CASH BALANCE PENSION PLAN

CashBalance

Assets$7.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SOUTH CHARLESTON CARDIOLOGY ASSOCIATES, P.L.L.C., 401(K) PSP

401k

Assets$3.0M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

SO CHARLESTON CARDIOLOGY ASSOC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SOUTH CHARLESTON CARDIOLOGY ASSOCIATES, PLLC CASH BALANCE PENSION PLANCashBalance$7.5M122024
002SOUTH CHARLESTON CARDIOLOGY ASSOCIATES, P.L.L.C., 401(K) PSP401k$3.0M162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SO CHARLESTON CARDIOLOGY ASSOC. SELF FUNDED MEDICAL REIMBURSEMENT PLANSelf Funded-$002024
Retirement plans
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