Plan Ledger DOL Form 5500 · updated monthly

The Cardiovascular Group, P.C. D/B/A Virginia Heart401(k)

THE CARDIOVASCULAR GROUP, P.C. 401(K) PROFIT SHARING PLAN · FALLS CHURCH, VA · plan year 2024

Reported admin expense ratio · 2024
0.38%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

The Cardiovascular Group, P.C. D/B/A Virginia Heart reported $288,960 in plan administrative expenses for 2024: 0.38% of average plan assets, higher than ~90% of peers. Employer contributions averaged $8,781 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.38%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 334th-largest of 2,266 plans among Virginia employers on file, and the 1,268th of 11,911 in health care & social assistance. In 2024, the employer put in $1.23 for every $1.00 employees contributed themselves; active participation has grown from 298 to 405 since 2022.

Plan summary
Net assets, end of year$82,631,180
Participants with balances485
Active participants405
Employer contributions$3,556,147
Employee contributions$2,884,311
Employer contribution per active participant$8,781
Average account balance$170,374
Benefits paid to participants$3,234,804
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$82.6M · 485 accts · $3.6M emplr
2023$68.5M · 378 accts · $2.9M emplr
2022$62.0M · 312 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$181,235
Investment management$107,725
Total administrative$288,960
The The Cardiovascular Group, P.C. D/B/A Virginia Heart 401(k) match · 2024
Employer contribution per active participant$8,781
Median for plans this size$3,635
2024$8,781 per active participant
2023$9,209 per active participant
2022$7,560 per active participant

The Cardiovascular Group, P.C. D/B/A Virginia Heart's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$150,249
MAP RETIREMENT USA, LLC · Recordkeeping · Loan processing$30,889
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$107,725

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024MAP RETIREMENT USA, LLC, Transamerica
2023MAP RETIREMENT USA, LLC, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$288,960 · 0.38%
2023$154,709 · 0.24%
2022$14,454 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Lifenet Health VA$105.2M · 0.12%
Virginia Physicians, Inc. VA$66.0M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541778418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.