California Retina Consultants 401(k) Plan
Sponsored by California Retina Consultants · EIN 223697030 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 108
- With balances
- 154
Plan year beginning 01/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $4,440 |
| Nfp Retirement Inc | Consulting (general), Consulting fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2021 | $14.8M | 108 | ack 20250821140213NAL0002117283001 |
| 01/01/2020 | $13.8M | 110 | ack 20250821135012NAL0004318097001 |
| 01/01/2019 | $14.6M | 100 | ack 20250821133452NAL0004308129001 |
| 01/01/2018 | $11.5M | 93 | ack 20250821125931NAL0002093059001 |