Original filing (PDF)20250529144652NAL0013697136001

RETINA FOUNDATION OF THE SOUTHWEST

Name: RETINA FOUNDATION OF THE SOUTHWEST — RETINA FOUNDATION OF THE SOUTH WEST RETIREMENT PLAN, Form 5500 (2024)
Creator: RETINA FOUNDATION OF THE SOUTHWEST

Form 5500-SF

FILING_RECEIVED

RETINA FOUNDATION OF THE SOUTH WEST RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RETINA FOUNDATION OF THE SOUTHWEST.

Plan sponsor

Name

RETINA FOUNDATION OF THE SOUTHWEST

EIN

51-0151514

Address

9600 NORTH CENTRAL EXPY SUITE 200 · DALLAS, TX · 75231

Phone

(214) 363-3911

Industry

Professional & Technical Servicessee all

Plan administrator