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Sponsor portfolio

SCOTTSDALE EYE INSTITUTE, PLC

EIN 06-1692976-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
20
9201 E. MOUNTAIN VIEW #125 - SCOTTSDALE, AZ 852585198480-661-1600LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.3M - 10 part#002CashBalance-$608K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • AND RETIREMENT PLAN (#001)68%
  • CASH BALANCE PLAN (#002)32%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND RETIREMENT PLAN (#001)10
  • CASH BALANCE PLAN (#002)10
Total 20Click 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

SCOTTSDALE EYE INSTITUTE SAVINGS AND RETIREMENT PLAN

401k

Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCOTTSDALE EYE INSTITUTE, PLC CASH BALANCE PLAN

CashBalance

Assets$608K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SCOTTSDALE EYE INSTITUTE SAVINGS AND RETIREMENT PLAN401k$1.3M102024
002SCOTTSDALE EYE INSTITUTE, PLC CASH BALANCE PLANCashBalance$608K102024
Retirement plans
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