Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAN LE CARDIOLOGY
EIN 86-3283986Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$806K assets
Welfare
0
Participants
13
9500 BOLSA AVE, UNIT P - WESTMINSTER, CA 92683714-714-0075
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $806K assets / 13 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
DAN LE CARDIOLOGY DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$698K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DAN LE CARDIOLOGY 401(K) PROFIT SHARING PLAN
401k
Assets$107K
Participants9
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 | DAN LE CARDIOLOGY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $698K | 4 | 2024 | |
| 002 | DAN LE CARDIOLOGY 401(K) PROFIT SHARING PLAN | 401k | $107K | 9 | 2024 |
Retirement plans