How big is Patel Wealth Management LLC's plan?

Patel Wealth Management LLC's plan reported $392K in assets and 4 participants for 2024.

Original filing (PDF)20250911220622NAL0000849665001

Patel Wealth Management LLC

Name: Patel Wealth Management LLC — Patel Wealth, Form 5500 (2024)
Creator: Patel Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patel Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Patel Wealth Management LLC's Patel Wealth Management, LLC 401(k) Plan held $392K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$392K

Plan identifiers

Patel Wealth Management LLC's EIN is 68-0630772.

EIN 68-0630772

Plan number 001

Plan year 2024

ACK ID 20250911220622NAL0000849665001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patel Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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