Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEART AND WELLNESS CENTER, AMC
EIN 81-3930678medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
95
1415 E. 8TH STREET, STE. 5 - NATIONAL CITY, CA 91950619-434-4299LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 95 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 AND WELLNESS CENTER, AMC CASH BALANCE PLAN
CashBalance
Assets$3.5M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HEART AND WELLNESS CENTER, AMC 401(K) PLAN
401k
Assets$1.2M
Participants55
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 AND WELLNESS CENTER, AMC CASH BALANCE PLAN | CashBalance | $3.5M | 40 | 2024 | |
| 001 | HEART AND WELLNESS CENTER, AMC 401(K) PLAN | 401k | $1.2M | 55 | 2024 |
Retirement plans