Interventional Cardiologists of Gainesville 401(k) match, vesting and fees
What Interventional Cardiologists of Gainesville's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Avantax Retirement Plan Servcies | Schedule C ↗ |
| Independent auditor | Carr, Riggs, & Ingram, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Interventional Cardiologists of Gainesville: employer contribution per participant | $3,290 | |
| Peer median | $1,468 |
| Interventional Cardiologists of Gainesville: average balance | $265,294 | |
| Peer median | $37,786 |
| Interventional Cardiologists of Gainesville: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $27.9M at the end of plan year 2021 to $34.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 164 | $34.5M | $428K | $3,290 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 176 | $27.6M | $1.1M | $7,680 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 181 | $22.1M | $1M | $5,773 | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 168 | $27.9M | $1M | $6,619 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Interventional Cardiologists of Gainesville match 401(k) contributions?
The match terms for the Interventional Cardiologists of Gainesville, P.A. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $428K in employer contributions, about $3,290 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Interventional Cardiologists of Gainesville 401(k) match vested?
The vesting schedule for the Interventional Cardiologists of Gainesville, P.A. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Interventional Cardiologists of Gainesville 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Avantax Retirement Plan Servcies. The plan administrator is Interventional Cardiologists of Gainesville, P.A..
I left Interventional Cardiologists of Gainesville. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Interventional Cardiologists of Gainesville, P.A., (352) 416-0133) or the recordkeeper, Avantax Retirement Plan Servcies. The Interventional Cardiologists of Gainesville old 401(k) page lists the contacts from every plan filing. Find an old Interventional Cardiologists of Gainesville 401(k)
Data from the public Form 5500 annual reports Interventional Cardiologists of Gainesville filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Interventional Cardiologists of Gainesville. Not financial advice. Report a correction · Methodology