Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARING HEART CARDIOLOGY AND PRIMARY CARE PC
EIN 84-2221164Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
15
40 RED BROOK ROAD - GREAT NECK, NY 11024516-403-9104
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 15 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
CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARING HEART CARDIOLOGY AND PRIMARY CARE PC PROFIT SHARING PLAN
401k
Assets$530K
Participants8
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 | CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN | TraditionalDB | $1.5M | 7 | 2025 | |
| 002 | CARING HEART CARDIOLOGY AND PRIMARY CARE PC PROFIT SHARING PLAN | 401k | $530K | 8 | 2025 |
Retirement plans