Plan Snapshot
- Plan Sponsor: Retina Associates Of Cleveland, INC
- Sponsor EIN: 341411937
- Sponsor Address: 24075 COMMERCE PARK, BEACHWOOD, OH, 44122
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $18.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 248 | $18.3M | $1.0M | $901,962 |
| 2023 | 250 | $17.4M | $889,361 | $843,107 |
| 2022 | 252 | $15.2M | $850,668 | $677,615 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BARNES WENDLING CPAS, INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $128,881 | $50,426 | $78,455 | — | — |
| 2023 | $132,626 | $50,663 | $81,963 | — | — |
| 2022 | $139,007 | $53,184 | $85,823 | — | — |