Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEART SPECIALISTS OF SARASOTA, P.L.
EIN 65-0983923medical practiceLatest filing 2025
Plans
3
Retirement
3
$21.3M assets
Welfare
0
Participants
267
1950 ARLINGTON STREET SUITE 400 - SARASOTA, FL 342393507941-917-4250heartspecialistsofsarasota.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $21.3M assets / 267 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#001
HEART SPECIALISTS OF SARASOTA, P.L. 401(K) PLAN
401k
Assets$14.2M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEART SPECIALISTS OF SARASOTA, P.L. CASH BALANCE PLAN
CashBalance
Assets$5.9M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HEART SPECIALISTS OF SARASOTA, P.L. CASH BALANCE PLAN II
CashBalance
Assets$1.3M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEART SPECIALISTS OF SARASOTA, P.L. 401(K) PLAN | 401k | $14.2M | 93 | 2025 | |
| 002 | HEART SPECIALISTS OF SARASOTA, P.L. CASH BALANCE PLAN | CashBalance | $5.9M | 95 | 2025 | |
| 003 | HEART SPECIALISTS OF SARASOTA, P.L. CASH BALANCE PLAN II | CashBalance | $1.3M | 79 | 2025 |
Retirement plans