Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BAY AREA RETINA ASSOCIATES, A MEDIC
EIN 94-3064464medical practiceLatest filing 2024
Plans
2
Retirement
2
$20.9M assets
Welfare
0
Participants
186
365 LENNON LANE STE 250 - WALNUT CREEK, CA 94598925-943-6800bayarearetina.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.9M assets / 186 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BAY AREA RETINA ASSOCIATES, A MEDICAL GROUP PROFIT SHARING 401(K) PLAN
401k
Assets$14.7M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BAY AREA RETINA ASSOCIATES, A MEDICAL GROUP CASH BALANCE PLAN
CashBalance
Assets$6.2M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BAY AREA RETINA ASSOCIATES, A MEDICAL GROUP PROFIT SHARING 401(K) PLAN | 401k | $14.7M | 119 | 2024 | |
| 002 | BAY AREA RETINA ASSOCIATES, A MEDICAL GROUP CASH BALANCE PLAN | CashBalance | $6.2M | 67 | 2024 |
Retirement plans