How big is Malhotra & Patel LLC's plan?

Malhotra & Patel LLC's plan reported $240K in assets and 5 participants for 2024.

Original filing (PDF)20250630170515NAL0012062577001

Malhotra & Patel LLC

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

Form 5500-SF

FILING_RECEIVED

Malhotra & Patel LLC 401(k)

401(k) retirement plan · Malhotra & Patel LLC's Malhotra & Patel LLC 401(k) held $240K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

People on this filing

Nick Rice signed Malhotra & Patel LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Malhotra & Patel LLC's EIN is 35-2193871.

EIN 35-2193871

Plan number 001

Plan year 2024

ACK ID 20250630170515NAL0012062577001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Malhotra & Patel LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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

Helping the score