Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PATEL & CO., INC. CPA
EIN 26-4528599accountingLatest filing 2025
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
22
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 22 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PATEL & CO., INC. CPA DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.1M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT 401(K) PROFIT SHARING PLAN
401k
Assets$2.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PATEL & CO., INC. CPA DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.1M | 8 | 2025 | |
| 002 | PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 14 | 2024 |
Retirement plans