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  2. GRASSI RETINA M.D. S.C.
Sponsor portfolio

GRASSI RETINA M.D. S.C.

EIN 47-5277695-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
13
1012 95TH STREET - NAPERVILLE, IL 60564630-995-3465grassiretina.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.1M - 8 part#002CashBalance-$259K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PLAN & TRUST (#001)80%
  • PLAN & TRUST (#002)20%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)8
  • PLAN & TRUST (#002)5
Total 13Click 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

GRASSI RETINA M.D. S.C. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GRASSI RETINA M.D. S.C. CASH BALANCE PLAN & TRUST

CashBalance

Assets$259K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GRASSI RETINA M.D. S.C. 401(K) PROFIT SHARING PLAN & TRUST401k$1.1M82025
002GRASSI RETINA M.D. S.C. CASH BALANCE PLAN & TRUSTCashBalance$259K52025
Retirement plans
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