Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEARTWISE CARDIOLOGY, PLLC
EIN 80-0103251medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
16
148 EAST 38TH STREET - NEW YORK, NY 10016212-679-4488heartwisecardiology.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 16 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
HEARTWISE CARDIOLOGY, PLLC RETIREMENT PLAN
401k
Assets$6.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEARTWISE CARDIOLOGY CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEARTWISE CARDIOLOGY, PLLC RETIREMENT PLAN | 401k | $6.0M | 9 | 2025 | |
| 002 | HEARTWISE CARDIOLOGY CASH BALANCE PLAN | CashBalance | $1.1M | 7 | 2024 |
Retirement plans