PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT — PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
14
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score
95
/ 100
Grade A
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
82
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT.
Plan sponsor
Name
PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT
EIN
26-4528599
Address
12530 HESPERIA ROAD, #219 · VICTORVILLE, CA · 92395
Phone
(760) 780-0101
Industry
CPA Offices· Professional & Technical Servicessee all
