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Sponsor portfolio

CARDIOVASCULAR CONSULTANTS HEART CENTER, INC.

EIN 94-2686822-medical practice-Latest filing 2025
Plans
2
Retirement
2
$21.9M assets
Welfare
0
Participants
218
1207 EAST HERNDON AVE. - FRESNO, CA 93720559-432-4303cvcfresno.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$17.5M - 119 part#004CashBalance-$4.5M - 99 part

Retirement portfolio analytics

2 plans aggregated / $21.9M assets / 218 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • INC. 401K PLAN (#002)80%
  • CASH BALANCE PLAN (#004)20%
Total $21.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
80%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY80%
  • (Not disclosed)20%
Total $21.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#002)119
  • CASH BALANCE PLAN (#004)99
Total 218Click 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 CONSULTANTS HEART CENTER, INC. 401K PLAN

401k

Assets$17.5M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CARDIOVASCULAR CONSULTANTS HEART CENTER, INC. CASH BALANCE PLAN

CashBalance

Assets$4.5M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CARDIOVASCULAR CONSULTANTS HEART CENTER, INC. 401K PLAN401k$17.5M1192025
004CARDIOVASCULAR CONSULTANTS HEART CENTER, INC. CASH BALANCE PLANCashBalance$4.5M992025
Retirement plans
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