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  2. VENKAT N REDDY DDS LLC
Sponsor portfolio

VENKAT N REDDY DDS LLC

EIN 20-8720058-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
10
6000 EXECUTIVE BLVD., SUITE 525 - NORTH BETHESDA, MD 20852301-530-4300bethesdasmilecenter.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 3 part#001ProfitSharing-$253K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CASH BALANCE PLAN (#002)84%
  • PROFIT SHARING PLAN (#001)16%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • CASH BALANCE PLAN (#002)3
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#002

FAMILY, COSMETIC & IMPLANT DENTISTRY CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FAMILY, COSMETIC & IMPLANT DENTISTRY PROFIT SHARING PLAN

ProfitSharing

Assets$253K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FAMILY, COSMETIC & IMPLANT DENTISTRY CASH BALANCE PLANCashBalance$1.3M32024
001FAMILY, COSMETIC & IMPLANT DENTISTRY PROFIT SHARING PLANProfitSharing$253K72024
Retirement plans
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