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Sponsor portfolio

ALLEN COUNTY RETINAL SURGEONS

EIN 35-1971489-medical practice-Latest filing 2025
Plans
3
Retirement
2
$1.4M assets
Welfare
1
Participants
46
7621 W JEFFERSON BLVD - FORT WAYNE, IN 46804260-436-2181LinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#002CashBalance-$920K - 18 part#001401k-$449K - 19 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 37 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • CASH BALANCE PLAN (#002)67%
  • ACRS RETIREMENT PLAN (#001)33%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ACRS RETIREMENT PLAN (#001)19
  • CASH BALANCE PLAN (#002)18
Total 37Click 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#002

ACRS RETIREMENT CASH BALANCE PLAN

CashBalance

Assets$920K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ACRS RETIREMENT PLAN

401k

Assets$449K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLEN COUNTY RETINAL SURGEONS CBIN BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ACRS RETIREMENT CASH BALANCE PLANCashBalance$920K182024
001ACRS RETIREMENT PLAN401k$449K192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLEN COUNTY RETINAL SURGEONS CBIN BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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