How big is Patel Investments Inc.'s plan?

Patel Investments Inc.'s plan reported $701K in assets and 33 participants for 2024.

Original filing (PDF)20250922125710NAL0007694594001

Patel Investments Inc.

Name: Patel Investments Inc. — Patel Investments 401(k), Form 5500 (2024)
Creator: Patel Investments Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patel Investments 401(k) Plan

401(k) retirement plan · Patel Investments Inc.'s Patel Investments 401(k) Plan held $701K in plan assets for 33 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$701K

Net assets (EOY)

$701K

People on this filing

Kimberly a Egger signed Patel Investments Inc.'s 2024 Form 5500 as plan administrator.

Kimberly a Egger — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Patel Investments Inc.'s EIN is 20-3526554.

EIN 20-3526554

Plan number 001

Plan year 2024

ACK ID 20250922125710NAL0007694594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patel Investments Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patel Investments Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATEL INVESTMENTS INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off