Assets by plan
Share of aggregate retirement assets
Filings through .
Retina Institute of North Carolina, PC
EIN 20-5100384medical practiceLatest filing 2025
Plans
3
Retirement
2
$1.1M assets
Health & Benefits
1
Participants
19
2605 BLUE RIDGE ROAD SUITE 320 - RALEIGH, NC 27607919-604-7076riofnc.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $1.1M assets / 13 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
RETINA INSTITUTE OF NORTH CAROLINA, PC CASH BALANCE PLAN
Cash balance
Assets$905K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RETINA INSTITUTE OF NORTH CAROLINA, PC 401(K) PROFIT SHARING PLAN
401(k)
Assets$209K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002
RETINA INSTITUTE OF NORTH CAROLINA, PC CASH BALANCE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | RETINA INSTITUTE OF NORTH CAROLINA, PC CASH BALANCE PLAN | Cash balance | $905K | 6 | 2025 |
| #001 | RETINA INSTITUTE OF NORTH CAROLINA, PC 401(K) PROFIT SHARING PLAN | 401(k) | $209K | 7 | 2025 |
- #002 · Cash balance · 20256
- #001 · 401(k) · 20257
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | RETINA INSTITUTE OF NORTH CAROLINA, PC CASH BALANCE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans