Tri-City Cardiology Consultants 401(k) match, vesting and fees
What Tri-City Cardiology Consultants' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Holthouse Carlin & Van Trigt LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Tri-City Cardiology Consultants: employer contribution per participant | $4,173 | |
| Peer median | $1,440 |
| Tri-City Cardiology Consultants: average balance | $108,311 | |
| Peer median | $38,351 |
| Tri-City Cardiology Consultants: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.47% |
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 $33.3M at the end of plan year 2021 to $49.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 473 | $49.9M | $1.9M | $4,173 | 0.31% | Not published | Form 5500 ↗ |
| 2024 | 348 | $44.9M | $1.9M | $6,606 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 304 | $36.6M | $1.7M | $6,448 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 275 | $29.2M | $1.3M | $5,741 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 239 | $33.3M | $1.1M | $5,092 | 0.34% | Not published | Form 5500 ↗ |
Other Tri-City Cardiology Consultants plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Tri-City Cardiology Consultants, P.C. Cash Balance Pension Plan II
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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Tri-City Cardiology Consultants, P.C. Cash Balance Pension Plan
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Tri-City Cardiology Consultants match 401(k) contributions?
The match terms for the Tri-City Cardiology Consultants, P.C. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.9M in employer contributions, about $4,173 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tri-City Cardiology Consultants 401(k) match vested?
The vesting schedule for the Tri-City Cardiology Consultants, P.C. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tri-City Cardiology Consultants 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Tri-City Cardiology Consultants, P.C..
I left Tri-City Cardiology Consultants. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tri-City Cardiology Consultants, P.C., (480) 993-1061) or the recordkeeper, Principal Life Insurance Company. The Tri-City Cardiology Consultants old 401(k) page lists the contacts from every plan filing. Find an old Tri-City Cardiology Consultants 401(k)
Data from the public Form 5500 annual reports Tri-City Cardiology Consultants filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Tri-City Cardiology Consultants. Not financial advice. Report a correction · Methodology