Original filing (PDF)20251010193410NAL0004882275001

FRANK J. GRADY. M.D. ASSOC.

Name: FRANK J. GRADY. M.D. ASSOC. — FRANK J. GRADY. M.D. ASSOC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: FRANK J. GRADY. M.D. ASSOC.

Form 5500-SF

FILING_RECEIVED

FRANK J. GRADY. M.D. ASSOC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$597K

Net assets (EOY)

$597K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANK J. GRADY. M.D. ASSOC..

Plan sponsor

Name

FRANK J. GRADY. M.D. ASSOC.

EIN

74-1779810all filings

Address

103 PARKING WAY STREET · PO BOX 369 · LAKE JACKSON, TX · 77566

Phone

(979) 373-1852

Industry

Health Care & Social Assistancesee 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

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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 Health Care & Social Assistance plans

S EYE CARE, PC

S EYE CARE, PC RETIREMENT PLAN

$596K · 5 participants

REDSTONE EYE ASSOCIATES, LLC

REDSTONE EYE ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

$597K · 5 participants

JOSEPH V. MEGA JR., O.D.

JOSEPH V. MEGA JR. , O. D. 401(K) PROFIT SHARING PLAN

$598K · 5 participants

CAROLINA VISION CARE

CAROLINA VISION CARE 401(K) PROFIT SHARING PLAN

$596K · 8 participants

SCHEINKER OPTICAL PLLC

SCHEINKER OPTICAL PLLC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.