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  2. ALLIANCE OPHTHALMOLOGY, PLLC
Sponsor portfolio

ALLIANCE OPHTHALMOLOGY, PLLC

EIN 81-3232581-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
82
9429 N BEACH STREET - FORT WORTH, TX 76244817-442-2020LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$966K - 42 part#002CashBalance-$226K - 40 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 82 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • OPHTHALMOLOGY, PLLC 401(K) (#001)81%
  • CASH BALANCE PLAN (#002)19%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OPHTHALMOLOGY, PLLC 401(K) (#001)42
  • CASH BALANCE PLAN (#002)40
Total 82Click 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

ALLIANCE OPHTHALMOLOGY, PLLC 401(K) PLAN

401k

Assets$966K
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLIANCE OPHTHALMOLOGY, PLLC CASH BALANCE PLAN

CashBalance

Assets$226K
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALLIANCE OPHTHALMOLOGY, PLLC 401(K) PLAN401k$966K422024
002ALLIANCE OPHTHALMOLOGY, PLLC CASH BALANCE PLANCashBalance$226K402024
Retirement plans
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