Patel, Greene & Associates, Llc 401(k) Plan
Sponsored by Patel, Greene & Associates, Llc · EIN 452209743 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 154
- With balances
- 156
Plan year beginning 01/01/2024 · 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).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $14,674 |
| Florida Retirement Consultants, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $720 |