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Sponsor portfolio

GREATER DALLAS RETINA

EIN 84-4474175-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$557K assets
Welfare
0
Participants
10
2745 VIRGINIA PKWY STE 300 - MCKINNEY, TX 750714915469-343-4231greaterdallasretina.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001TraditionalDB-$503K - 5 part#002401k-$54K - 5 part

Retirement portfolio analytics

2 plans aggregated / $557K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • DALLAS RETINA PENSION (#001)90%
  • RETINA 401K PLAN (#002)10%
Total $557KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DALLAS RETINA PENSION (#001)5
  • RETINA 401K PLAN (#002)5
Total 10Click 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

GREATER DALLAS RETINA PENSION PLAN

TraditionalDB

Assets$503K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GREATER DALLAS RETINA 401K PLAN

401k

Assets$54K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GREATER DALLAS RETINA PENSION PLANTraditionalDB$503K52024
002GREATER DALLAS RETINA 401K PLAN401k$54K52024
Retirement plans
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