Assets by plan
Share of aggregate retirement assets
Filings through .
Graystone Ophthalmology Associates, P.A.
EIN 56-0962483medical practiceLatest filing 2025
Plans
3
Retirement
2
$38.1M assets
Health & Benefits
1
$1.0M premiums
Participants
663
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $38.1M assets / 446 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$4.1M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 273 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$742K
- Dental$127K
- Long-term disability$102K
- Short-term disability$77K
- Life$13K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GRAYSTONE OPHTHALMOLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
401(k)
Assets$33.9M
Participants371
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
GRAYSTONE OPHTHALMOLOGY ASSOCIATES, P.A. CASH BALANCE PLAN
Cash balance
Assets$4.1M
Participants75
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
GRAYSTONE OPHTHALMOLOGY ASSOCIATES HEALTH PLAN
Fully insured - SUNLIFE ASSURANCE COMPANY OF CANADA
Premiums$1.0M
Covered lives273
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GRAYSTONE OPHTHALMOLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | 401(k) | $33.9M | 371 | 2025 |
| #002 | GRAYSTONE OPHTHALMOLOGY ASSOCIATES, P.A. CASH BALANCE PLAN | Cash balance | $4.1M | 75 | 2025 |
- #001 · 401(k) · 2025371
- #002 · Cash balance · 202575
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GRAYSTONE OPHTHALMOLOGY ASSOCIATES HEALTH PLAN | Fully insured | SUNLIFE ASSURANCE COMPANY OF CANADA | $1.0M | 273 | 2025 |
- #501 · Fully insured · SUNLIFE ASSURANCE COMPANY OF CANADA · 2025273
Retirement plans
Health & Benefits plans