How big is Patel Wealth Management, LLC's plan?

Patel Wealth Management, LLC's plan reported $919K in assets and 4 participants for 2024.

Original filing (PDF)20250910142400NAL0044584642001

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 Cash Balance Plan

Defined-benefit pension plan · Patel Wealth Management, LLC's Patel Wealth Management, LLC Cash Balance Plan held $919K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$919K

Net assets (EOY)

$919K

Plan identifiers

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

EIN 68-0630772

Plan number 002

Plan year 2024

ACK ID 20250910142400NAL0044584642001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score