Original filing (PDF)20250623080230NAL0005774337001

SOUTHWEST RETINA CONSULTANTS, P.A.

Name: SOUTHWEST RETINA CONSULTANTS, P.A. — SOUTHWEST RETINA CONSULTANTS, P.A. CASH BALANCE PENSION PLAN & TRUST, Form 5500 (2023)
Creator: SOUTHWEST RETINA CONSULTANTS, P.A.

Form 5500-SF

FILING_RECEIVED

SOUTHWEST RETINA CONSULTANTS, P.A. CASH BALANCE PENSION PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST RETINA CONSULTANTS, P.A..

Plan sponsor

Name