Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN RETINA, LLC 401(K) PROFIT SHARING PLAN | 401k | $4.0M | 6 | 2025 | |
| 002 | SOUTHERN RETINA, LLC CASH BALANCE PLAN | CashBalance | $2.5M | 6 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHERN RETINA LLC GCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |