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Sponsor portfolio

SOUTH BAY CARDIOVASCULAR CENTER

EIN 77-0506604-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
11
18511 MISSION VIEW DR - MORGAN HILL, CA 95037408-805-0039LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$2.9M - 6 part#001401k-$41K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • PLAN & TRUST (#002)99%
  • PLAN & TRUST (#001)1%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)6
  • PLAN & TRUST (#001)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTH BAY CARDIOVASCULAR CENTER PENSION PLAN & TRUST

TraditionalDB

Assets$2.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTH BAY CARDIOVASCULAR CENTER PROFIT SHARING PLAN & TRUST

401k

Assets$41K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTH BAY CARDIOVASCULAR CENTER PENSION PLAN & TRUSTTraditionalDB$2.9M62024
001SOUTH BAY CARDIOVASCULAR CENTER PROFIT SHARING PLAN & TRUST401k$41K52024
Retirement plans
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