# Retina Group, INC. Dba Retina Consultants Of America 401(k) Plan
Source: https://planprovider.pro/companies/retina-group-inc-dba-retina-consultants-of-america-401k-plan

> Retina Group, INC. Dba Retina Consultants Of America's 401(k) plan: 4,799 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Retina Group, INC. Dba Retina Consultants Of America

- **Sponsor EIN:** 843983059

- **Sponsor Address:** 601 STATE STREET, SUITE 325, SOUTHLAKE, TX, 76092

- **Plan Type:** 401(k)

- **Total Participants:** 4,799

- **Total Assets:** $353.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|4,799|$353.2M|$14.0M|$17.2M|

| 2023|3,593|$235.8M|$9.3M|$12.4M|

| 2022|2,573|$112.4M|$3.5M|$5.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$413,022|—|$413,022|

| STRATEGIC ADVISORS, INC.|ADVISOR|$41,321|—|$41,321|

| GRANT THORNTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $454,343

- **Estimated Expense Ratio:** 0.129% of plan assets

### 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|$452,501|$41,321|$300|—|—|

| 2023|$388,390|$21,354|—|—|—|

| 2022|$148,887|$7,738|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/retina-group-inc-dba-retina-consultants-of-america-401k-plan)

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