PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MAHESH KOTTAPALLI, MD, PA
Sponsor portfolio

MAHESH KOTTAPALLI, MD, PA

EIN 26-3214045-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
7
2727 BOLTON BOONE DRIVE, STE 109 - DESOTO, TX 75115972-283-2370
Plans on this EIN
2 filings
#001TraditionalDB-$2.1M - 4 part#002401k-$662K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PA RETIREMENT PLAN (#001)76%
  • MD PA 401(K) (#002)24%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PA RETIREMENT PLAN (#001)4
  • MD PA 401(K) (#002)3
Total 7Click 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

MAHESH KOTTAPALLI, MD PA RETIREMENT PLAN

TraditionalDB

Assets$2.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MAHESH KOTTAPALLI MD PA 401(K) PLAN

401k

Assets$662K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MAHESH KOTTAPALLI, MD PA RETIREMENT PLANTraditionalDB$2.1M42024
002MAHESH KOTTAPALLI MD PA 401(K) PLAN401k$662K32024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica