Patel Consultants 401(k) Plan
Sponsored by Patel Consultants Corporation · EIN 222120360 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 52
- With balances
- 105
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $15,001 |
| Associated Pension Consultants, Inc | Contract administrator | $3,786 |
| Empower Advisory Group, Llc | Investment management | $1,270 |
| Ameriprise Financial Services Inc | Other commissions | $0 |