Plan Snapshot
- Plan Sponsor: Retina Consutants, Ltd.
- Sponsor EIN: 430913832
- Sponsor Address: 8820 LADUE RD., ST. LOUIS, MO, 63124
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $33.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 128 | $33.9M | $778,147 | $548,219 |
| 2023 | 111 | $33.0M | $609,770 | $536,465 |
| 2022 | 108 | $31.1M | $672,204 | $544,457 |
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 |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — Auditor
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 | $9,113 | — | $9,113 | — | — |
| 2023 | $8,685 | — | $8,685 | — | — |
| 2022 | $8,614 | — | $8,614 | — | — |