PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. YUMA CARDIAC CENTER, PC
Sponsor portfolio

YUMA CARDIAC CENTER, PC

EIN 86-1031142-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
26
789 WEST 27TH STREET, SUITE 1 - YUMA, AZ 85364928-344-8400hcyuma.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002TraditionalDB-$2.9M - 13 part#001401k-$311K - 13 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • DEFINED BENEFIT PENSION (#002)90%
  • PROFIT SHARING PLAN (#001)10%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)13
  • PROFIT SHARING PLAN (#001)13
Total 26Click 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#002

YUMA CARDIAC CENTER, PC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.9M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

YUMA CARDIAC CENTER, PC 401(K) PROFIT SHARING PLAN

401k

Assets$311K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002YUMA CARDIAC CENTER, PC DEFINED BENEFIT PENSION PLANTraditionalDB$2.9M132024
001YUMA CARDIAC CENTER, PC 401(K) PROFIT SHARING PLAN401k$311K132024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica