AUMdb

Cardiovascular Consultants Heart Center, Inc. 401 K Plan

Sponsored by Cardiovascular Consultants Heart Center, Inc. · EIN 942686822 · Plan #002

Total assets
$17.5M
Net assets
$17.5M
Active participants
67
With balances
119

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sierra Pacific Wealth Advisory Grou Investment advisory (participants) $23,450
John Hancock Life Insurance Co. Recordkeeping, Investment management, Sub-transfer agency fees $296