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
86
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAKSHA PATEL, CPA, INC..
Plan sponsor
Name
DAKSHA PATEL, CPA, INC.
EIN
33-0951909
Address
15 CITRUS GLENN · BUENA PARK, CA · 90620
Phone
(714) 521-4591
Industry
CPA Offices· Professional & Technical Servicessee all
