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Sponsor portfolio

CENTRAL VALLEY HEART INSTITUTE, INC.

EIN 88-3942900-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$223K assets
Welfare
0
Participants
6
363 PEARSON DRIVE, #200 - PORTERVILLE, CA 93257559-793-4123
Plans on this EIN
2 filings
#002CashBalance-$147K - 3 part#001OtherDC-$77K - 3 part

Retirement portfolio analytics

2 plans aggregated / $223K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • INSTITUTE, INC. 401(K) (#001)34%
Total $223KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • INSTITUTE, INC. 401(K) (#001)3
Total 6Click 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

CENTRAL VALLEY HEART INSTITUTE CASH BALANCE PLAN

CashBalance

Assets$147K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CENTRAL VALLEY HEART INSTITUTE, INC. 401(K) PLAN

OtherDC

Assets$77K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CENTRAL VALLEY HEART INSTITUTE CASH BALANCE PLANCashBalance$147K32024
001CENTRAL VALLEY HEART INSTITUTE, INC. 401(K) PLANOtherDC$77K32024
Retirement plans
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