Plan Ledger DOL Form 5500 · updated monthly

Retina Associates, LLC401(k)

RETINA ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN · LENEXA, KS · plan year 2022

Reported admin expense ratio · 2022
0.72%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Retina Associates, LLC reported $94,883 in plan administrative expenses for 2022: 0.72% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,311 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kansas (431st of 828), and the 5,006th of 11,911 in health care & social assistance. In 2022, the employer put in $1.04 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$12,579,197
Participants with balances145
Active participants119
Employer contributions$632,018
Employee contributions$608,264
Employer contribution per active participant$5,311
Average account balance$86,753
Benefits paid to participants$338,808
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$12.6M · 145 accts · $632K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$25,024
Investment management$63,835
Total administrative$94,883
The Retina Associates, LLC 401(k) match · 2022
Employer contribution per active participant$5,311
Median for plans this size$2,266

Retina Associates, LLC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$94,883 · 0.72%
Same employer
Similar plansHealth Care & Social Assistance · Kansas
Examinetics, Inc. KS$11.6M · 0.69%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 481211774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.