· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CARDIOVASCULAR MEDICAL GROUP — CARDIOVASCULAR MEDICAL GROUP PROFIT SHARING 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250924134737NAL0008734624001
CARDIOVASCULAR MEDICAL GROUP
Form 5500-SF
FILING_RECEIVED
CARDIOVASCULAR MEDICAL GROUP PROFIT SHARING 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
19
Accounts w/ balance
23
Plan assets (EOY)
$17.6M
Net assets (EOY)
$17.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARDIOVASCULAR MEDICAL GROUP
.
Find decision makers
Plan sponsor
Name
CARDIOVASCULAR MEDICAL GROUP
EIN
94-2497834
Address
2250 HAYES STREET, SUITE 204 · SAN FRANCISCO, CA · 941171078
Phone
(415) 933-9100
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
NARRAGANSETT BAY ANESTHESIA, LLC
NARRAGANSETT BAY ANESTHESIA, LLC 401(K) PROFIT SHARING PLAN
$17.6M · 66 participants
DOCTORS OF EMERGENCY MEDICINE OF ILLINOIS, IV, PLLC
DOCTORS OF EMERGENCY MEDICINE OF ILLINOIS PROFIT SHARING 401(K) PLAN AND TRUST
$17.6M · 49 participants
SKIN SPECIALISTS, P.C.
SKIN SPECIALISTS, P.C. 401K PROFIT SHARING PLAN
$17.6M · 101 participants
RICHARD H.K. CHU, M.D., INC.
RICHARD H.K. CHU, M.D., INC. PROFIT SHARING PLAN
$17.6M · 5 participants
100
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.
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MEDICAL REHABILITATION, INC.
MEDICAL REHABILITATION, INC. 401(K) PROFIT SHARING PLAN
$17.6M · 16 participants
SUSQUEHANNA ANESTHESIA AFFILIATES, PC
SUSQUEHANNA ANESTHESIA AFFILIATES, P.C. 401(K) PLAN
$17.6M · 17 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
