· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HEART & VASCULAR INSTITUTE, PLLC — HEART & VASCULAR INSTITUTE, PLLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007094506NAL0007862608001
HEART & VASCULAR INSTITUTE, PLLC
Form 5500-SF
FILING_RECEIVED
HEART & VASCULAR INSTITUTE, PLLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
117
Accounts w/ balance
8
Plan assets (EOY)
$350K
Net assets (EOY)
$350K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
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
HEART & VASCULAR INSTITUTE, PLLC
.
Find decision makers
Plan sponsor
Name
HEART & VASCULAR INSTITUTE, PLLC
EIN
27-1405532
Address
4160 JOHN R ST STE 510 · DETROIT, MI · 482012021
Phone
(313) 993-7777
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
2025-10-07
Pension benefit codes
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)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
FLOSONICS MEDICAL LLC
FLOSONICS MEDICAL 401(K) PLAN
$350K · 15 participants
KEMD CONSULTING PA
KEMD CONSULTING PA 401(K) PLAN
$350K · 2 participants
FAMILY HEALTH CARE OF CORONA, MEDICAL CORP.
FAMILY HEALTH CARE OF CORONA, MEDICAL CORP. DEFINED BENEFIT PENSION PLAN
$350K · 6 participants
SOUTHWEST MICHIGAN PLASTIC & HAND SURGERY P.C.
SOUTHWEST MICHIGAN PLASTIC & HAND SURGERY P. C. 401(K) PLAN
$350K · 8 participants
PHILADELPHIA SPINE ASSOCIATES, LLC
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 7% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PHILADELPHIA SPINE ASSOCIATES 401(K) PLAN
$350K · 7 participants
ELITE SPORTS AND SPINE CHIROPRACTIC, P.C.
ELITE SPORTS AND SPINE CHIROPRACTIC, P.C. 401(K) PLAN
$350K · 14 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
