· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SPECIALISTS IN CARDIOVASCULAR MEDICINE — SPECIALISTS IN CARDIOVASCULAR MEDICINE 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717154626NAL0000816416001
SPECIALISTS IN CARDIOVASCULAR MEDICINE
Form 5500-SF
FILING_RECEIVED
SPECIALISTS IN CARDIOVASCULAR MEDICINE 401K PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
23
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SPECIALISTS IN CARDIOVASCULAR MEDICINE
.
Find decision makers
Plan sponsor
Name
SPECIALISTS IN CARDIOVASCULAR MEDICINE
EIN
25-1320095
Address
125 DAUGHERTY DRIVE SUITE 301 · MONROEVILLE, PA · 15146
Phone
(412) 856-4666
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
PRINCESS ANNE ENT & ALLERGY, PC
PRINCESS ANNE ENT & ALLERGY, PC 401(K) PLAN
$1.9M
JOSEPH R SHAPIRO MD, INC.
JOSEPH R SHAPIRO MD, INC. PENSION PLAN
$1.9M · 5 participants
KELLER SURGICAL SPECIALISTS, PA
KIM KELLER, M.D., P.A. 401(K) PLAN
$1.9M · 5 participants
GEMINI AESTHETICS & LASER CENTER, INC.
GEMINI AESTHETICS & LASER CENTER 401(K) PLAN
$1.9M · 11 participants
CENTRAL KERN NEPHROLOGY MEDICAL GRO
CENTRAL KERN NEPHROLOGY MEDICAL GROUP 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 22 participants
HOGAN EYE CLINIC, P.A.
HOGAN EYE CLINIC, P.A. 401(K) PROFIT SHARING PLAN
$1.9M · 12 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
