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Original filing (PDF)20251014093527NAL0003540496001
CARDIOVASCULAR RESEARCH FOUNDATION
Form 5500
FILING_RECEIVED
CARDIOVASCULAR RESEARCH FOUNDATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
182
Accounts w/ balance
197
Plan assets (EOY)
$23.8M
Net assets (EOY)
$23.8M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARDIOVASCULAR RESEARCH FOUNDATION.
Plan sponsor
Name
CARDIOVASCULAR RESEARCH FOUNDATION
EIN
52-1752653
Address
1700 BROADWAY, 9TH FLOOR · NEW YORK, NY · 10019
Phone
(212) 593-4813
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
2025-10-14
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $14K | — |
Investments
23 direct securities· $23.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 K6 Mutual fund | — | — | — | $3.6M | 15.2% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $3.1M | 13.1% | |
| Fidelity Freedom 2040 K6 Mutual fund | — | — | — | $2.9M | 12.4% | |
| Fidelity Freedom 2035 K6 Mutual fund | — | — | — | $2.7M | 11.6% | |
| Fidelity Freedom 2030 K6 Mutual fund | — | — | — | $2.1M | 8.7% | |
| Fidelity Freedom 2050 K6 Mutual fund | — | — | — | $1.7M | 7.3% | |
| American Funds Washington Mutual R6 Mutual fund | — | — | — | $1.0M | 4.3% | |
| American Funds Growth America Mutual fund | — | — | — | $993K | 4.2% | |
| American Funds New Perspect R6 Mutual fund | — | — | — | $949K | 4.0% | |
| Fidelity Mid Cap Idx Mutual fund | — | — | — | $758K | 3.2% | |
| Empower Annuity Insurance Company Guaranteed Income Fund Guaranteed income fund | — | — | — | $676K | 2.8% | |
| Fidelity Freedom 2055 K6 Mutual fund | — | — | — | $624K | 2.6% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $375K | 1.6% | |
| Fidelity Freedom 2025 K6 Mutual fund | — | — | — | $333K | 1.4% | |
| maturing at various dates through 2036, secured by participant account balances | — | — | — | $246K | 1.0% | |
| JP Morgan Government Bond A Mutual fund | — | — | — | $225K | 0.9% | |
| Fidelity Freedom 2060 K6 Mutual fund | — | — | — | $191K | 0.8% | |
| Fidelity SEL HealthCare Mutual fund | — | — | — | $186K | 0.8% | |
| Fidelity Freedom Inc K6 Mutual fund | — | — | — | $150K | 0.6% | |
| Fidelity Freedom 2065 K6 Mutual fund | — | — | — | $105K | 0.4% | |
| PGIM Total Return BD Z Mutual fund | — | — | — | $89K | 0.4% | |
| American Funds New World R6 Mutual fund | — | — | — | $81K | 0.3% | |
| Fidelity Government Money Market K6 Mutual fund | — | — | — | $4K | <0.1% |
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