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Sponsor portfolio

ADVANCED HEART AND VASCULAR MEDICINE, PLLC

EIN 84-4978465-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$909K assets
Welfare
0
Participants
9
1600 BROOK AVENUE - WICHITA FALLS, TX 76301347-249-9880
Plans on this EIN
2 filings
#001401k-$611K - 6 part#002CashBalance-$298K - 3 part

Retirement portfolio analytics

2 plans aggregated / $909K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PROFIT SHARING PLAN (#001)67%
  • CASH BALANCE PLAN (#002)33%
Total $909KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)6
  • CASH BALANCE PLAN (#002)3
Total 9Click 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#001

ADVANCED HEART AND VASCULAR MEDICINE, PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$611K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ADVANCED HEART AND VASCULAR MEDICINE, PLLC CASH BALANCE PLAN

CashBalance

Assets$298K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ADVANCED HEART AND VASCULAR MEDICINE, PLLC 401(K) PROFIT SHARING PLAN401k$611K62025
002ADVANCED HEART AND VASCULAR MEDICINE, PLLC CASH BALANCE PLANCashBalance$298K32025
Retirement plans
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