Original filing (PDF)20251015032603NAL0001960867001

SRI SAVA, PC

Name: SRI SAVA, PC — SRI SAVA, PC RETIREMENT PLAN, Form 5500 (2024)
Creator: SRI SAVA, PC

Form 5500-SF

FILING_RECEIVED

SRI SAVA, PC RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$520K

Net assets (EOY)

$520K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SRI SAVA, PC.

Plan sponsor

Name

SRI SAVA, PC

EIN

87-0839018

Address

43 ELDER ROAD · NEEDHAM, MA · 02494

Phone

(860) 712-7684

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

PHYSICIANS PLUS SPINE AND REHAB CENTER

PHYSICIANS PLUS SPINE AND REHAB CENTER 401(K) PLAN

$520K · 2 participants

HILLCREST EAR, NOSE & THROAT

HILLCREST EAR, NOSE & THROAT 401(K) PLAN

$520K · 8 participants

LAURA I MONTES, MD, PLLC DBA BESPOKE MD

BESPOKE MD 401(K) PLAN

$520K · 2 participants

ZULFAQQAR M. JAFFAR, MD, PA

ZULFAQQAR M. JAFFAR, MD, PA 401(K) PLAN

$520K · 21 participants

REVIVAMED MEDICAL CORP

REVIVAMED MEDICAL CORP 401K PLAN