· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BOSTON RETINA, PLLC — BOSTON RETINA, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250929104451NAL0013755824001
BOSTON RETINA, PLLC
Form 5500-SF
FILING_RECEIVED
BOSTON RETINA, PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
10
Plan assets (EOY)
$215K
Net assets (EOY)
$215K
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
BOSTON RETINA, PLLC
.
Find decision makers
Plan sponsor
Name
BOSTON RETINA, PLLC
EIN
46-0943179
Address
28 HUCKLEBERRY HILL ROAD · LINCOLN, MA · 02174
Phone
(781) 259-1104
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2F · ERISA section 404(c)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
DAVID RESNICK & ASSOCIATES PC
DAVID RESNICK & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST
$215K · 13 participants
HYPE COUNSELING SERVICES LLC
HYPE COUNSELING SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST
$215K · 183 participants
HUNTINGTON BEACH VET HOSPITAL, I
HUNTINGTON BEACH VET HOSPITAL INC. 401(K) PROFIT SHARING PLAN
$215K · 9 participants
PIP PRINTING OF PALO ALTO INC
PIP PRINTING OF PALO ALTO INC 401(K) PROFIT SHARING PLAN & TRUST
$215K · 11 participants
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.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CB TINT INC
CB TINT INC 401(K) PROFIT SHARING PLAN & TRUST
$215K · 4 participants
1999 PAPER STREET LLC
1999 PAPER STREET LLC 401(K) PROFIT SHARING PLAN & TRUST
$215K · 2 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
