Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCED HEART AND VASCULAR MEDICINE, PLLC 401(K) PROFIT SHARING PLAN | 401k | $611K | 6 | 2025 | |
| 002 | ADVANCED HEART AND VASCULAR MEDICINE, PLLC CASH BALANCE PLAN | CashBalance | $298K | 3 | 2025 |