How big is Charles Retina Institute P.C.'s plan?

Charles Retina Institute P.C.'s plan reported $5.7M in assets and 64 participants for 2024.

Original filing (PDF)20251003170815NAL0001625377001

Charles Retina Institute P.C.

Name: Charles Retina Institute P.C. — Charles Retina, Form 5500 (2024)
Creator: Charles Retina Institute P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Retina Institute Retirement Savings Plan

401(k) retirement plan · Charles Retina Institute P.C.'s Charles Retina Institute Retirement Savings Plan held $5.7M in plan assets for 64 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Jennifer Messer signed Charles Retina Institute P.C.'s 2024 Form 5500 as plan administrator.

Jennifer Messer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Charles Retina Institute P.C.'s EIN is 62-1641241.

EIN 62-1641241

Plan number 001

Plan year 2024

ACK ID 20251003170815NAL0001625377001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles Retina Institute P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles Retina Institute P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES RETINA INSTITUTE P.C..

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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