Patel Family Office Retirement Plan
Sponsored by Drs Kiran & Pallavi Patel Family Office · EIN 611578441 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 152
- With balances
- 86
Plan year beginning 12/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
No Schedule C on file for this plan year.
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 12/01/2024 | — | 152 | ack 20260120153959NAL0005296162001 |
| 01/01/2024 | — | 152 | ack 20251006105739NAL0001804659001 |