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WOOD, PATEL & ASSOCIATES, INC. — WOOD, PATEL & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250618122255NAL0003835488001
WOOD, PATEL & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
WOOD, PATEL & ASSOCIATES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
103
Accounts w/ balance
106
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WOOD, PATEL & ASSOCIATES, INC.
.
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Plan sponsor
Name
WOOD, PATEL & ASSOCIATES, INC.
EIN
86-0680091
Address
2051 WEST NORTHERN AVENUE SUITE 100 · PHOENIX, AZ · 85021
Phone
(602) 335-8510
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
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