Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAROLINA RETINA INSTITUTE, PC
EIN 20-4959255medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
18
940 SE CARY PARKWAY, SUITE 100 - CARY, NC 27518919-859-4511carolinaretinainstitute.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAROLINA RETINA INSTITUTE, PC 401(K) PLAN
401k
Assets$3.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAROLINA RETINA INSTITUTE, PC CASH BALANCE PLAN
CashBalance
Assets$765K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAROLINA RETINA INSTITUTE, PC 401(K) PLAN | 401k | $3.4M | 9 | 2025 | |
| 002 | CAROLINA RETINA INSTITUTE, PC CASH BALANCE PLAN | CashBalance | $765K | 9 | 2025 |
Retirement plans