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  2. RETINA CONSULTANTS OF WORCESTER PC
Sponsor portfolio

RETINA CONSULTANTS OF WORCESTER PC

EIN 04-2840317-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
32
63 LINCOLN STREET - WORCESTER, MA 01605508-791-1217LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.5M - 15 part#003CashBalance-$1.2M - 17 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PROFIT SHARING PLAN (#001)75%
  • CASH BALANCE PLAN (#003)25%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)17
  • PROFIT SHARING PLAN (#001)15
Total 32Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RETINA CONSULTANTS OF WORCESTER PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN

401k

Assets$3.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

RETINA CONSULTANTS OF WORCESTER PC CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETINA CONSULTANTS OF WORCESTER PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN401k$3.5M152025
003RETINA CONSULTANTS OF WORCESTER PC CASH BALANCE PLANCashBalance$1.2M172025
Retirement plans
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