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Sponsor portfolio

RETINA CONSULTANTS OF WESTCHESTER PC

EIN 83-4205912-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
8
PO BOX 15 - SCARSDALE, NY 10583914-826-0245retinaconsultantsofwestchester.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$955K - 4 part#002CashBalance-$506K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PC 401(K)/PROFIT SHARING (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PC 401(K)/PROFIT SHARING (#001)4
  • CASH BALANCE PLAN (#002)4
Total 8Click 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 WESTCHESTER PC 401(K)/PROFIT SHARING

401k

Assets$955K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RETINA CONSULTANTS OF WESTCHESTER PC CASH BALANCE PLAN

CashBalance

Assets$506K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETINA CONSULTANTS OF WESTCHESTER PC 401(K)/PROFIT SHARING401k$955K42024
002RETINA CONSULTANTS OF WESTCHESTER PC CASH BALANCE PLANCashBalance$506K42024
Retirement plans
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