Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAMLESH D PATEL CPA, LLC
EIN 26-4606738accountingLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
4
485A US HIGHWAY 1 S STE 250 - ISELIN, NJ 08830732-602-0003kpatelcpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 4 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#001
KAMLESH D PATEL CPA, LLC 401(K) P/S PLAN
401k
Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KAMLESH D PATEL CPA, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$773K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KAMLESH D PATEL CPA, LLC 401(K) P/S PLAN | 401k | $1.3M | 2 | 2025 | |
| 002 | KAMLESH D PATEL CPA, LLC CASH BALANCE PENSION PLAN | CashBalance | $773K | 2 | 2024 |
Retirement plans