Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
SURENDHER LOKAREDDY, M.D., P.C.
EIN 86-0793520medical practiceLatest filing 2025
Plans
2
Retirement
2
$17.7M assets
Welfare
0
Participants
26
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.7M assets / 26 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#001
SURENDHER LOKAREDDY, MD, P.C. PENSION PLAN
401k
Assets$9.8M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SURENDHER LOKAREDDY, M. D. , P. C. CASH BALANCE PLAN
CashBalance
Assets$7.9M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SURENDHER LOKAREDDY, MD, P.C. PENSION PLAN | 401k | $9.8M | 13 | 2025 | |
| 002 | SURENDHER LOKAREDDY, M. D. , P. C. CASH BALANCE PLAN | CashBalance | $7.9M | 13 | 2025 |
Retirement plans