· 2022–2024 · DOL EFAST2

Greater Dallas Retina — Greater Dallas Retina 401(k), Form 5500 (2024)

Original filing (PDF)20251010180022NAL0004442643001

Greater Dallas Retina

Form 5500-SF

FILING_RECEIVED

Greater Dallas Retina 401(k) Plan

401(k) retirement plan · Greater Dallas Retina's Greater Dallas Retina 401(k) Plan held $54K in plan assets for 5 participants in 2024.

Active participants

5

Accounts w/ balance

2

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

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

47

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

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 GREATER DALLAS RETINA.

Plan sponsor

Name

GREATER DALLAS RETINA

EIN

84-4474175all filings

Address

2745 VIRGINIA PKWY STE 300 · MCKINNEY, TX · 750714915

Phone

(469) 343-4231

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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