How big is Cardio MD, LLC's plan?

Cardio MD, LLC's plan reported $556K in assets and 21 participants for 2024.

Original filing (PDF)20250708103936NAL0002596915001

Cardio MD, LLC

Name: Cardio MD, LLC — Cardio MD 401(k) Plan, Form 5500 (2024)
Creator: Cardio MD, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cardio MD 401(k) Plan

401(k) retirement plan · Cardio MD, LLC's Cardio MD 401(k) Plan held $556K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

People on this filing

JUDY Ellison-Miller signed Cardio MD, LLC's 2024 Form 5500 as plan administrator.

JUDY Ellison-Miller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cardio MD, LLC's EIN is 27-2420385.

EIN 27-2420385

Plan number 001

Plan year 2024

ACK ID 20250708103936NAL0002596915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cardio MD, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cardio MD, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARDIO MD, LLC.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CARDIO MD, LLC

EIN

all filings

Address

1200 US HIGHWAY 22 EAST · SUITE 17 · BRIDGEWATER, NJ · 08807

Phone

(908) 864-4027

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-07-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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