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  2. LALITHA L. SUNDER, M.D., P.A.
Sponsor portfolio

LALITHA L. SUNDER, M.D., P.A.

EIN 14-1878585-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
10
915 GESSNER RD., SUITE 925 - HOUSTON, TX 770242543713-973-8821
Plans on this EIN
2 filings
#001401k-$3.4M - 6 part#002CashBalance-$1.9M - 4 part

Retirement portfolio analytics

2 plans aggregated / $5.3M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • M.D., P.A. 401(K) (#001)64%
  • CASH BALANCE PLAN (#002)36%
Total $5.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • M.D., P.A. 401(K) (#001)6
  • CASH BALANCE PLAN (#002)4
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LALITHA L. SUNDER M.D., P.A. 401(K) PLAN

401k

Assets$3.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

LALITHA L. SUNDER, M.D., P.A. CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LALITHA L. SUNDER M.D., P.A. 401(K) PLAN401k$3.4M62025
002LALITHA L. SUNDER, M.D., P.A. CASH BALANCE PLANCashBalance$1.9M42025
Retirement plans
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