Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE HEART CENTER, PLLC
EIN 82-3963017hospital & health careLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
22
215 STILLWATER AVENUE - STAMFORD, CT 06902203-674-1810heartcenterct.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 22 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
THE HEART CENTER 401(K) PLAN
401k
Assets$833K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE HEART CENTER, PLLC CASH BALANCE PLAN
CashBalance
Assets$736K
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 | THE HEART CENTER 401(K) PLAN | 401k | $833K | 15 | 2024 | |
| 002 | THE HEART CENTER, PLLC CASH BALANCE PLAN | CashBalance | $736K | 7 | 2024 |
Retirement plans