Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHRIDHAR KOTTA, M.D., P.A.
EIN 80-0426858medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
52
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 52 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SHRIDHAR KOTTA, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$5.8M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SHRIDHAR KOTTA, M.D., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHRIDHAR KOTTA, M.D., P.A. CASH BALANCE PLAN | CashBalance | $5.8M | 22 | 2025 | |
| 001 | SHRIDHAR KOTTA, M.D., P.A. 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 30 | 2025 |
Retirement plans