Retirement plan

RETINA INSTITUTE, P. C. 401(K) PROFIT SHARING PLAN

Name: RETINA INSTITUTE, P.C. - RETINA INSTITUTE, P. C. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: RETINA INSTITUTE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETINA INSTITUTE, P. C. 401(K) PROFIT SHARING PLAN, RETINA INSTITUTE, P.C.

RETINA INSTITUTE, P.C.EIN 35-1992268Plan #001PY 2025

9002 N MERIDIAN STREET, SUITE 102 - INDIANAPOLIS, IN 46260317-573-4410

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

No prior year

Total participants

No prior year

Average account balance

$332,726

No prior year

Annual return

16.90%

No prior year

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$340K

$56659 / participant

Other / not subdivided$340K100.0%

% of EOY assets

12.772%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$332,726

$172,111+93.3%

$150,298+121.4%

$137,256+142.4%

Participation rate

100.0%

81.7%+18.3pp

77.8%+22.2pp

80.0%+20.0pp

Annual return

16.90%

69.37%-52.5pp

62.79%-45.9pp

220.34%-203.4pp

Employer contribution / active EE

$3,178

$4,636-31.4%

$4,154-23.5%

$4,156-23.5%

Participant deferral / active EE

$11,026

$6,166+78.8%

$5,453+102.2%

$6,407+72.1%

Admin fee / account holder

$42,494

$16,471+158.0%

$14,116+201.0%

$12,270+246.3%

RETINA INSTITUTE, P. C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETINA INSTITUTE, P. C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion