Back to filter
Original filing (PDF)20250709154521NAL0013315666001
ASHWIN PATEL, INC.
Form 5500-SF
FILING_RECEIVED
ASHWIN PATEL, INC. RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASHWIN PATEL, INC..
Plan sponsor
Name
ASHWIN PATEL, INC.
EIN
95-3426537
Address
1356 BALMORAL DRIVE · GLENDALE, CA · 91207
Phone
(213) 875-3833
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Admin Support & Waste Mgmt plans
CHICAGO CONVENTION AND TOURISM BUREAU, INC.
CHICAGO CONVENTION AND TOURISM BUREAU, INC. RETIREMENT SAVINGS PLAN
$7.7M · 61 participants
INVNT, LLC
INVNT, LLC 401(K) PLAN
$7.6M · 102 participants
RES SERVICING CORP
RES SERVICING CORP 401(K) PROFIT SHARING PLAN & TRUST
$7.9M · 156 participants
FASTXCHANGE INC.
FASTXCHANGE INC. 401(K) PLAN
$8.0M · 61 participants
ARROWHEAD PROMOTION & FULFILLMENT CO., INC.
ARROWHEAD PROMOTION & FULFILLMENT CO., INC. 401(K) PLAN
$8.0M · 150 participants
CE BROKER, INC.
CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST
$8.1M · 155 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B