Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $3.5M assets / 38 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | OREGON RETINA SPECIALISTS, LLC DEFINED BENEFIT PENSION PLAN | Traditional DB | $2.4M | 11 | 2024 |
| #001 | OREGON RETINA SPECIALISTS LLC 401(K) PS PLAN | 401(k) | $1.1M | 16 | 2025 |
| #004 | OREGON RETINA SPECIALISTS, LLC PROFIT SHARING PLAN | Profit-sharing | $87K | 11 | 2024 |