# Cardiovascular Associates Of The Delaware Valley, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/cardiovascular-associates-of-the-delaware-valley-p-a-plan

> Cardiovascular Associates Of The Delaware Valley, P.A.'s 401(k) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cardiovascular Associates Of The Delaware Valley, P.A.

- **Sponsor EIN:** 223321233

- **Sponsor Address:** 210 W. ATLANTIC AVE, HADDON HEIGHTS, NJ, 08035

- **Plan Type:** 401(k)

- **Total Participants:** 192

- **Total Assets:** $63.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|192|$63.1M|$1.8M|$1.4M|

| 2023|175|$67.7M|$1.7M|$1.3M|

| 2022|173|$57.1M|$1.5M|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NEWPORT GROUP, INC.|RECORD-KEEPER|$31,863|—|$31,863|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,863

- **Estimated Expense Ratio:** 0.051% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$31,863|—|$20,773|—|—|

| 2023|$31,489|—|$23,922|—|—|

| 2022|$25,773|—|$25,773|—|—|

## Similar Plans

- [Reconstructive Orthopedics, P.A.](https://planprovider.pro/companies/reconstructive-orthopedics-p-a-401k-plan) — 207 participants

- [Integrated Medical Alliance,PA](https://planprovider.pro/companies/integrated-medicine-alliance-p-a-plan) — 174 participants

- [I.D. Care, LLC](https://planprovider.pro/companies/i-d-care-p-a-401k-plan) — 215 participants

- [Vanguard Medical Group, PA](https://planprovider.pro/companies/vanguard-medical-group-pa-401k-plan) — 216 participants

- [Monmouth Cardiology Associates, LLC](https://planprovider.pro/companies/monmouth-cardiology-associates-llc-401k-plan) — 167 participants

- [Princeton Medical Group, P.A.](https://planprovider.pro/companies/princeton-medical-group-p-a-plan-003) — 218 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cardiovascular-associates-of-the-delaware-valley-p-a-plan)

© 2026 PlanProvider.Pro