The Cardiovascular Group, P.C. 401(k) Profit Sharing Plan
Sponsored by The Cardiovascular Group, P.C. D/B/A Virginia Heart · EIN 541778418 · Plan #001
- Total assets
- $82.6M
- Net assets
- $82.6M
- Active participants
- 405
- With balances
- 485
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $150,249 |
| Ubs Financial Services Inc | Investment advisory (plan) | $107,725 |
| Map Retirement Usa, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $30,889 |