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Sponsor portfolio

RETINA CONSULTANTS OF ALABAMA, P.C.

EIN 63-1120285-medical practice-Latest filing 2025
Plans
3
Retirement
3
$14.8M assets
Welfare
0
Participants
307
700 18TH STREET SOUTH, SUITE 707 - BIRMINGHAM, AL 35233205-918-0047rcaretina.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$9.4M - 122 part#002CashBalance-$5.2M - 113 part#003CashBalance-$324K - 72 part

Retirement portfolio analytics

3 plans aggregated / $14.8M assets / 307 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PROFIT SHARING PLAN (#001)63%
  • CASH BALANCE PLAN (#002)35%
  • CASH BALANCE PLAN (#003)2%
Total $14.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)122
  • CASH BALANCE PLAN (#002)113
  • CASH BALANCE PLAN (#003)72
Total 307Click 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

RETINA CONSULTANTS OF ALABAMA, P.C. PROFIT SHARING PLAN

401k

Assets$9.4M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN

CashBalance

Assets$5.2M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

RETINA CONSULTANTS OF ALABAMA, P.C. CASH BALANCE PLAN

CashBalance

Assets$324K
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001RETINA CONSULTANTS OF ALABAMA, P.C. PROFIT SHARING PLAN401k$9.4M1222024
002RETINA CONSULTANTS OF AL, PC CASH BALANCE PLANCashBalance$5.2M1132024
003RETINA CONSULTANTS OF ALABAMA, P.C. CASH BALANCE PLANCashBalance$324K722025
Retirement plans
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