Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAUI CARDIOLOGY, LTD.
EIN 99-0320956Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
48
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 48 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#002
MAUI CARDIOLOGY, LTD. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants23
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MAUI CARDIOLOGY, LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$718K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MAUI CARDIOLOGY, LTD. CASH BALANCE PLAN | CashBalance | $1.3M | 23 | 2024 | |
| 001 | MAUI CARDIOLOGY, LTD. 401(K) PROFIT SHARING PLAN | 401k | $718K | 25 | 2024 |
Retirement plans