How big is Advanced Heart and Vascular INST's plan?

Advanced Heart and Vascular INST's plan reported $446K in assets and 17 participants for 2024.

Original filing (PDF)20250710061202NAL0006293729001

Advanced Heart and Vascular INST

Name: Advanced Heart and Vascular INST — Advanced Heart, Form 5500 (2024)
Creator: Advanced Heart and Vascular INST
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Heart and Vascular Institute of Hunterdon LLC - 401

401(k) retirement plan · Advanced Heart and Vascular INST's Advanced Heart and Vascular Institute of Hunterdon LLC - 401 held $446K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$446K

Net assets (EOY)

$446K

People on this filing

Andrey Espinoza signed Advanced Heart and Vascular INST's 2024 Form 5500 as plan administrator.

Andrey Espinoza — 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

Advanced Heart and Vascular INST's EIN is 81-2974834.

EIN 81-2974834

Plan number 001

Plan year 2024

ACK ID 20250710061202NAL0006293729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Heart and Vascular INST from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Heart and Vascular INST's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED HEART AND VASCULAR INST.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ADVANCED HEART AND VASCULAR INST

EIN

all filings

Address

18 W MECHANIC STREET · UNIT #3 · NEW HOPE, PA · 18938

Phone

(908) 303-7405

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator