Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARDIAC INTERVENTION SPECIALISTS, P. A.
EIN 76-0690057medical practiceLatest filing 2024
Plans
2
Retirement
2
$12.9M assets
Welfare
0
Participants
39
2222 GREENHOUSE, BLDG. 600, SUITE 600 - HOUSTON, TX 77084281-646-9911cvclinic.netLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.9M assets / 39 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
CARDIAC INTERVENTION SPECIALISTS, P.A. CASH BALANCE PLAN
CashBalance
Assets$9.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARDIAC INTERVENTION SPECIALISTS, P. A. PROFIT SHARING PLAN
401k
Assets$3.2M
Participants25
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 | CARDIAC INTERVENTION SPECIALISTS, P.A. CASH BALANCE PLAN | CashBalance | $9.7M | 14 | 2024 | |
| 001 | CARDIAC INTERVENTION SPECIALISTS, P. A. PROFIT SHARING PLAN | 401k | $3.2M | 25 | 2024 |
Retirement plans