Original filing (PDF)20251001215838NAL0014713536001

CARDIOVASCULAR WELLNESS LLC

Name: CARDIOVASCULAR WELLNESS LLC — CARDIOVASCULAR WELLNESS RETIREMENT PLAN, Form 5500 (2024)
Creator: CARDIOVASCULAR WELLNESS LLC

Form 5500-SF

FILING_RECEIVED

CARDIOVASCULAR WELLNESS RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARDIOVASCULAR WELLNESS LLC.

Plan sponsor

Name

CARDIOVASCULAR WELLNESS LLC

EIN

27-0919854

Address

26 RANDALL DRIVE · SHORT HILLS, NJ · 07078

Phone

(973) 687-7834

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-01

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

DR. MINH NGUYET LUONG, PROFESSIONAL CORPORATION

TOOTHFAIRY CHILDREN'S DENTAL CASH BALANCE PLAN

$2.1M · 1 participants

BENJAMIN JEWELL, MD

BENJAMIN JEWELL, MD 401(K) PLAN

$2.1M · 3 participants

JOHN J. O'CONNOR, M.D., PLLC

JOHN J. O'CONNOR, M.D. PROFIT SHARING PLAN

$2.1M · 3 participants

MBH MANAGEMENT LLC.

MBH MANAGEMENT 401(K) PLAN

$2.1M · 16 participants

HENRY C CHANG MD LLC

HENRY C CHANG MD LLC DEFINED BENEFIT PLAN

$2.1M · 3 participants