Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEART INSTITUTE OF EAST TEXAS, P.A.
EIN 75-1893084medical practiceLatest filing 2025
Plans
2
Retirement
2
$27.5M assets
Welfare
0
Participants
145
310 GASLIGHT BLVD - LUFKIN, TX 75904936-635-2334lufkinheartinstitute.orgLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $27.5M assets / 145 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
HEART INSTITUTE OF EAST TEXAS P. A. EMPLOYEES RETIREMENT PLAN
401k
Assets$14.1M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HEART INSTITUTE OF EAST TEXAS, P.A. CASH BALANCE PLAN
CashBalance
Assets$13.5M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEART INSTITUTE OF EAST TEXAS P. A. EMPLOYEES RETIREMENT PLAN | 401k | $14.1M | 79 | 2024 | |
| 003 | HEART INSTITUTE OF EAST TEXAS, P.A. CASH BALANCE PLAN | CashBalance | $13.5M | 66 | 2025 |
Retirement plans
Welfare plans