Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MERCED HEART ASSOCIATES, LLC
EIN 77-0222646medical practiceLatest filing 2024
Plans
3
Retirement
2
$937K assets
Welfare
1
Participants
38
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $937K assets / 27 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
MERCED HEART ASSOCIATES, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$821K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MERCED HEART ASSOCIATES, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$116K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
MERCED HEART ASSOCIATES, LLC DEFINED BENEFIT PENSION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MERCED HEART ASSOCIATES, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $821K | 11 | 2024 | |
| 001 | MERCED HEART ASSOCIATES, LLC PROFIT SHARING PLAN | ProfitSharing | $116K | 16 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | MERCED HEART ASSOCIATES, LLC DEFINED BENEFIT PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans