Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLESTON HEART CLINIC, INC.
EIN 55-0775295medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
11
331 LAIDLEY STREET SUITE 406 - CHARLESTON, WV 25301304-344-0186LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 11 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#003
CHARLESTON HEART CLINIC, INC. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$4.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CHARLESTON HEART CLINIC, INC. PROFIT SHARING PLAN
401k
Assets$3.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CHARLESTON HEART CLINIC, INC. DEFINED BENEFIT PENSION PLAN | CashBalance | $4.2M | 6 | 2024 | |
| 004 | CHARLESTON HEART CLINIC, INC. PROFIT SHARING PLAN | 401k | $3.4M | 5 | 2025 |
Retirement plans