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  2. CAPE FEAR RETINAL ASSOCIATES, PC
Sponsor portfolio

CAPE FEAR RETINAL ASSOCIATES, PC

EIN 20-5203879-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
81
3562 ANSLEY DRIVE - WILMINGTON, NC 28412910-332-3560capefearretina.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.0M - 37 part#002CashBalance-$1.6M - 44 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 81 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PLAN AND TRUST (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)44
  • PLAN AND TRUST (#001)37
Total 81Click 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

CAPE FEAR RETINAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$3.0M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CAPE FEAR RETINAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST401k$3.0M372025
002CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLANCashBalance$1.6M442025
Retirement plans
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