Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WARREN RETINA ASSOCIATES, P.A.
EIN 48-1222909Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
24
10100 W 119TH STREET SUITE 260 - OVERLAND PARK, KS 66213913-339-6970warrenretina.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 24 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WARREN RETINA ASSOCIATES, P. A. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WARREN RETINA ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN
401k
Assets$1.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WARREN RETINA ASSOCIATES, P. A. CASH BALANCE PLAN | CashBalance | $2.0M | 12 | 2024 | |
| 001 | WARREN RETINA ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 12 | 2024 |
Retirement plans