AUMdb

Atlanta Heart Associates, P.C. Amended Profit Sharing Plan

Sponsored by Atlanta Heart Associates, P.C. · EIN 581990255 · Plan #001

Total assets
$18.3M
Net assets
$18.3M
Active participants
110
With balances
202

Plan year beginning 01/01/2024 · Profit-sharing

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).

No Schedule C on file for this plan year.

Filing history

Plan year Assets Participants Source
01/01/2024 $18.3M 110 ack 20251015102043NAL0002233139001
01/01/2021 $15.8M 104 ack 20250114150708NAL0020184497001
01/01/2020 $13.5M 101 ack 20250114153728NAL0011028291001