Cardiology Specialists Of Orange County DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cardiology Specialists Of Orange County
  • Sponsor EIN: 330734849
  • Sponsor Address: 700 N. TUSTIN AVE., SANTA ANA, CA, 927053508
  • Plan Type: DC
  • Total Participants: 36
  • Total Assets: $9.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202436$9.0M$311,916$158,562
202329$7.7M$226,662$135,711
202226$10.7M$271,522$179,353

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