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  2. HARBOR OPHTHALMOLOGY
Sponsor portfolio

HARBOR OPHTHALMOLOGY

EIN 91-1657738-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
10
1720 SUMNER AVE. - ABERDEEN, WA 98520360-532-1930
Plans on this EIN
2 filings
#002401k-$4.2M - 5 part#003CashBalance-$1.3M - 5 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • OPHTHALMOLOGY RETIREMENT PLAN (#002)76%
  • CASH BALANCE PLAN (#003)24%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OPHTHALMOLOGY RETIREMENT PLAN (#002)5
  • CASH BALANCE PLAN (#003)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#002

HARBOR OPHTHALMOLOGY RETIREMENT PLAN

401k

Assets$4.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HARBOR OPHTHALMOLOGY CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HARBOR OPHTHALMOLOGY RETIREMENT PLAN401k$4.2M52024
003HARBOR OPHTHALMOLOGY CASH BALANCE PLANCashBalance$1.3M52024
Retirement plans
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