· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAPE FEAR RETINAL ASSOCIATES, PC — CAPE FEAR RETINAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930142258NAL0005539443001
CAPE FEAR RETINAL ASSOCIATES, PC
Form 5500-SF
FILING_RECEIVED
CAPE FEAR RETINAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
29
Accounts w/ balance
39
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAPE FEAR RETINAL ASSOCIATES, PC
.
Find decision makers
Plan sponsor
Name
CAPE FEAR RETINAL ASSOCIATES, PC
EIN
20-5203879
Address
3562 ANSLEY DRIVE · WILMINGTON, NC · 28412
Phone
(910) 332-3560
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
PSYCHIATRIC SERVICES, PLLC
PSYCHIATRIC SERVICES, PLLC 401(K) PLAN
$2.5M · 6 participants
PAMELA D JOHNSON MD, PC
PAMELA D JOHNSON MD PC PROFIT SHARING PLAN
$2.5M · 2 participants
VERDI EYE SPECIALISTS, PLLC
VERDI EYE SPECIALISTS, PLLC 401(K) RETIREMENT SAVINGS PLAN
$2.5M · 12 participants
CENTRAL FLORIDA PAIN MANAGEMENT, INC.
CENTRAL FLORIDA PAIN MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
$2.5M · 9 participants
SOUTH SOUND WOMEN'S CENTER LLP
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SOUTH SOUND WOMEN'S CENTER LLP 401(K) PROFIT SHARING PLAN AND TRUST
$2.5M
RAVI K MOOTHA MD, PA
RAVI K MOOTHA MD, PA 401(K)PROFIT SHARING PLAN
$2.5M · 6 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
