Original filing (PDF)20240919095135NAL0011516114001

CARDIOLOGY SPECIALISTS OF ACADIANA, LLC

Name: CARDIOLOGY SPECIALISTS OF ACADIANA, LLC — CARDIOLOGY SPECIALISTS PROFIT SHARING 401(K) PLAN, Form 5500 (2023)
Creator: CARDIOLOGY SPECIALISTS OF ACADIANA, LLC

Form 5500

FILING_RECEIVED

CARDIOLOGY SPECIALISTS PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

101

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARDIOLOGY SPECIALISTS OF ACADIANA, LLC.

Plan sponsor

Name

CARDIOLOGY SPECIALISTS OF ACADIANA, LLC

EIN

26-1856390

Address

315 RUE LOUIS XIV · LAFAYETTE, LA · 70508

Phone

(337) 269-9777

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-19

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $8K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
MORLEY SV 50 - I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	$8K	100.0%

1–1 of 1

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