Plan Snapshot
- Plan Sponsor: Apex Cardiology Of Silicon Valley, A Medical Partn
- Sponsor EIN: 770513957
- Sponsor Address: 2400 SAMARITAN DR STE 200, SAN JOSE, CA, 95124
- Plan Type: DC
- Total Participants: 18
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 18 | $5.1M | $227,268 | $98,530 |
| 2023 | 12 | $3.5M | $142,903 | $107,502 |
| 2022 | 17 | $2.4M | $284,906 | $61,892 |