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Sponsor portfolio

CARDIOVASCULAR SERVICES LLC

EIN 90-0592105-medical practice-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
12
212 PINE AVE - INVERVESS, FL 34452352-419-6537citrusarteriesandveins.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$2.0M - 6 part#001401k-$984K - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • CASH BALANCE PLAN (#002)67%
  • SERVICES, LLC 401(K) (#001)33%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • SERVICES, LLC 401(K) (#001)6
Total 12Click 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

CARDIOVASCULAR SERVICES, LLC CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CARDIOVASCULAR SERVICES, LLC 401(K) PLAN

401k

Assets$984K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CARDIOVASCULAR SERVICES, LLC CASH BALANCE PLANCashBalance$2.0M62024
001CARDIOVASCULAR SERVICES, LLC 401(K) PLAN401k$984K62025
Retirement plans
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