· 2022–2024 · DOL EFAST2

KOTA JAGDISH REDDY, M.D., P.A. — REDDY CARDIAC WELLNESS 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251014155907NAL0004448016001

KOTA JAGDISH REDDY, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

REDDY CARDIAC WELLNESS 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

14

Accounts w/ balance

9

Plan assets (EOY)

$789K

Net assets (EOY)

$789K

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

66

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOTA JAGDISH REDDY, M.D., P.A..

Plan sponsor

Name

KOTA JAGDISH REDDY, M.D., P.A.

EIN

48-1254491

Address

3519 TOWN CENTER BOULEVARD, SUITE A · SUGARLAND, TX · 774791001

Phone

(281) 491-0044

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

LAKEWOOD CARDIOVASCULAR CONSULTANTS, PA

LAKEWOOD CARDIOVASCULAR CONSULTANTS, PA CASH BALANCE PLAN

$789K · 9 participants

CONNECTICUT SLEEP MEDICINE, LLC

CONNECTICUT SLEEP MEDICINE, LLC CASH BALANCE PLAN

$789K · 3 participants

CYPRESS HEART AND VASCULAR CENTER, PLLC

CYPRESS HEART AND VASCULAR CENTER, PLLC 401(K) PROFIT SHARING PLAN

$789K · 13 participants

VICTOR G. CARABELLO, M.D., INC.

VICTOR G. CARABELLO, M.D., INC. 401(K) PROFIT SHARING PLAN

$789K · 3 participants