· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RAAD M. TAKI, MD, P.C. — RAAD M. TAKI, MD, P.C. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013105947NAL0001763040001
RAAD M. TAKI, MD, P.C.
Form 5500-SF
FILING_RECEIVED
RAAD M. TAKI, MD, P.C. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RAAD M. TAKI, MD, P.C.
.
Find decision makers
Plan sponsor
Name
RAAD M. TAKI, MD, P.C.
EIN
45-0494739
Address
4580 E. CAMP LOWELL ROAD · TUCSON, AZ · 85712
Phone
(520) 881-4900
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Offices of Physicians plans
COMPREHENSIVE CARDIOVASCULAR CONSULTANTS, INC
COMPREHENSIVE CARDIOVASCULAR CONSULTANTS, INC. 401(K) PLAN
$3.1M · 5 participants
NORTH ALABAMA OB-GYN 401K PROF
NORTH ALABAMA OB-GYN 401(K) PROF
$3.1M · 33 participants
MCBEE SURGICAL CLINIC LLC
MCBEE SURGICAL CLINIC LLC RETIREMENT PLAN
$3.1M · 6 participants
SOUTHSIDE EYE CARE, PLLC
SOUTHSIDE EYE CARE, PLLC 401(K) PLAN
$3.1M · 20 participants
BAY AREA INFECTIONS DISEASES ASS
BAY AREA IDA 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$3.1M · 11 participants
BUCKS FAMILY MEDICINE, P.C.
BUCKS FAMILY MEDICINE 401(K) PLAN
$3.1M · 11 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
