Associated Retina Consultants 401(k) Profit Sharing Plan & Trust
Sponsored by Associated Retina Consultants · EIN 860285158 · Plan #003 · Phoenix, AZ
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 86
- With balances
- 144
Plan year beginning 01/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stonehenge Retirement Planners Llc CRD 292489 | deterministic · 100% | 2021 |
| 401 K Generation CRD 154279 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stonehenge Retirement Planners | Contract administrator, Recordkeeping, Investment advisory (participants) | $18,109 |
| 401 K Generation | Contract administrator, Recordkeeping, Investment advisory (participants) | $12,647 |
| Paychex, Inc. | Contract administrator, Recordkeeping, Investment advisory (participants) | $9,676 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2021 | $10.3M | 86 | ack 20251014095223NAL0002452609001 |
| 01/01/2020 | $9.5M | 103 | ack 20251014094428NAL0002437265001 |