· 2022–2024 · DOL EFAST2

M. REZA MIZANI MD, PA — M. REZA MIZANI MD, PA 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250923105845NAL0009044098001

M. REZA MIZANI MD, PA

Form 5500-SF

FILING_RECEIVED

M. REZA MIZANI MD, PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

102

Accounts w/ balance

106

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

92

Total plan cost

n/a

Plan health

21

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M. REZA MIZANI MD, PA.

Plan sponsor

Name

M. REZA MIZANI MD, PA

EIN

20-0743330

Address

215 N. SAN SABA STREET, SUITE 301 · SAN ANTONIO, TX · 78207

Phone

(210) 212-8622

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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