Original filing (PDF)20241216065429NAL0001269921001

RETINA PYSICIANS RETIRMENT PROGRAM BOARD OF DIRECTORS

Name: RETINA PYSICIANS RETIRMENT PROGRAM BOARD OF DIRECTORS — RETINA PHYSICIANS RETIREMENT PROGRAM AS ADOPTED BY RETINA ASSOCIATES, PC, Form 5500 (2023)
Creator: RETINA PYSICIANS RETIRMENT PROGRAM BOARD OF DIRECTORS

Form 5500-SF

FILING_RECEIVED

RETINA PHYSICIANS RETIREMENT PROGRAM AS ADOPTED BY RETINA ASSOCIATES, PC

401(k) retirement plan

Signals · 1

Late filing · 12.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RETINA PYSICIANS RETIRMENT PROGRAM BOARD OF DIRECTORS.

Plan sponsor

Name

RETINA PYSICIANS RETIRMENT PROGRAM BOARD OF DIRECTORS

EIN

83-1705634

Address

701 WESTCHESTER AVENUE · SUITE 320E · WHITE PLAINS, NY · 10604

Phone

(866) 633-4015

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(866) 633-4015

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-01-16

Filed

2024-12-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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