Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RETINA INSTITUTE OF NORTH CAROLINA, PC
EIN 20-5100384medical practiceLatest filing 2024
Plans
3
Retirement
2
$886K assets
Welfare
1
Participants
22
2605 BLUE RIDGE ROAD, SUITE 320 - RALEIGH, NC 27607919-604-7076riofnc.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $886K assets / 16 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#002
RETINA INSTITUTE OF NORTH CAROLINA, PC CASH BALANCE PLAN
CashBalance
Assets$729K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RETINA INSTITUTE OF NORTH CAROLINA, PC 401(K) PROFIT SHARING PLAN
401k
Assets$157K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
RETINA INSTITUTE OF NORTH CAROLINA, PC CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RETINA INSTITUTE OF NORTH CAROLINA, PC CASH BALANCE PLAN | CashBalance | $729K | 6 | 2024 | |
| 001 | RETINA INSTITUTE OF NORTH CAROLINA, PC 401(K) PROFIT SHARING PLAN | 401k | $157K | 10 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | RETINA INSTITUTE OF NORTH CAROLINA, PC CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans