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  2. RETINA ASSOCIATES, LTD.
Sponsor portfolio

RETINA ASSOCIATES, LTD.

EIN 36-3729867-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
66
133 EAST BRUSH HILL ROAD 300 - ELMHURST, IL 60126630-571-1501
Plans on this EIN
2 filings
#002CashBalance-$3.9M - 26 part#001401k-$2.5M - 40 part

Retirement portfolio analytics

2 plans aggregated / $6.4M assets / 66 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PLAN (#002)60%
  • EMPLOYEES RETIREMENT PLAN (#001)40%
Total $6.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES RETIREMENT PLAN (#001)40
  • CASH BALANCE PLAN (#002)26
Total 66Click 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

RETINA ASSOCIATES, LTD. CASH BALANCE PLAN

CashBalance

Assets$3.9M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

RETINA ASSOCIATES, LTD. EMPLOYEES RETIREMENT PLAN

401k

Assets$2.5M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RETINA ASSOCIATES, LTD. CASH BALANCE PLANCashBalance$3.9M262024
001RETINA ASSOCIATES, LTD. EMPLOYEES RETIREMENT PLAN401k$2.5M402024
Retirement plans
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