How big is Cardiovascular Associates, Inc.'s plan?

Cardiovascular Associates, Inc.'s plan reported $12.1M in assets and 164 participants for 2024.

Original filing (PDF)20251015182829NAL0002869427001

Cardiovascular Associates, Inc.

Name: Cardiovascular Associates, Inc. — Cardiovascular, Form 5500 (2024)
Creator: Cardiovascular Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cardiovascular Associates, Inc. 401(k) Plan

401(k) retirement plan · Cardiovascular Associates, Inc.'s Cardiovascular Associates, Inc. 401(k) Plan held $12.1M in plan assets for 164 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

164

Accounts w/ balance

150

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

Plan identifiers

Cardiovascular Associates, Inc.'s EIN is 77-0364232.

EIN 77-0364232

Plan number 001

Plan year 2024

ACK ID 20251015182829NAL0002869427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cardiovascular Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cardiovascular Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 36K (3% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

CARDIOVASCULAR ASSOCIATES, INC.

EIN

all filings

Address

1313 E. HERNDON AVENUE · SUITE 102 · FRESNO, CA · 93720

Phone

(559) 439-6808

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

2025-10-15

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)

Audit & trust (Schedule H)

Auditor

FINCH, ROWLAND & SHOOPMAN

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

25 direct securities· $11.2M(93% of reported assets)

Mutual Funds

$8.1M

21 holdings

Common Collective Trusts

$3.0M

3 holdings

Bonds / Notes

$45K

1 holding

					% of plan
Vanguard Total Stock Market Index Adm Mutual Fund -	Common Collective Trusts	—	—	$2.5M	20.9%
Vanguard Mid-Cap Growth Index Adm Mutual Fund -	Mutual Funds	—	—	$1.1M	9.3%
Vanguard Cash Reserves Federal MM Adm Mutual Fund -	Mutual Funds	—	—	$1.0M	8.5%
Vanguard Target Retirement 2055 Fund Mutual Fund -	Mutual Funds	—	—	$939K	7.8%
Vanguard Target Retirement 2065 Fund Mutual Fund -	Mutual Funds	—	—	$834K	6.9%
Vanguard Target Retirement 2060 Fund Mutual Fund -	Mutual Funds	—	—	$717K	5.9%
Vanguard Target Retirement 2040 Fund Mutual Fund -	Mutual Funds	—	—	$668K	5.5%
Vanguard Target Retirement 2045 Fund Mutual Fund -	Mutual Funds	—	—	$639K	5.3%
Vanguard Target Retirement 2050 Fund Mutual Fund -	Mutual Funds	—	—	$465K	3.9%
Vanguard Short-Term Invest Grade Adm Mutual Fund - 397 * Vanguard Short-Term Treasury Adm Mutual Fund - 280 * Vanguard Short-Term Treasury Idx Adm Mutual Fund - 384 * Vanguard Small-Cap Value Index Adm Mutual Fund -	Common Collective Trusts	—	—	$437K	3.6%
Vanguard Target Retirement 2030 Fund Mutual Fund -	Mutual Funds	—	—	$433K	3.6%
Vanguard Dividend Apprec Index Adm Mutual Fund -	Mutual Funds	—	—	$257K	2.1%
Vanguard Total Intl Stock Index Adm Mutual Fund -	Mutual Funds	—	—	$221K	1.8%
Vanguard Target Retirement 2020 Fund Mutual Fund -	Mutual Funds	—	—	$209K	1.7%
Vanguard Target Retirement 2035 Fund Mutual Fund -	Mutual Funds	—	—	$200K	1.7%
Vanguard Total Bond Market Index Adm Mutual Fund -	Mutual Funds	—	—	$164K	1.4%
Vanguard Target Retirement 2025 Fund Mutual Fund -	Mutual Funds	—	—	$148K	1.2%
9.50% maturing through 2028. -	Bonds / Notes	—	—	$45K	0.4%
Vanguard Total Intl Bond Index Adm Mutual Fund -	Mutual Funds	—	—	$40K	0.3%
Vanguard Target Retirement 2070 Fund Mutual Fund -	Mutual Funds	—	—	$39K	0.3%
Vanguard High Yield Corp Adm Mutual Fund -	Mutual Funds	—	—	$12K	<0.1%
Vanguard Target Retirement Income Fund Mutual Fund -	Mutual Funds	—	—	$10K	<0.1%
Vanguard Wellesley Income Adm Mutual Fund -	Mutual Funds	—	—	$2K	<0.1%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund -	Common Collective Trusts	—	—	$2K	<0.1%
Vanguard Long-Term Treasury Adm Mutual Fund -	Mutual Funds	—	—	$1K	<0.1%