Sponsor portfolio
DAKSHA PATEL, CPA, INC.
EIN 33-0951909Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$768K assets
Welfare
0
Participants
4
15 CITRUS GLENN - BUENA PARK, CA 90620714-521-4591
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DAKSHA PATEL, CPA, INC. 401(K) PLAN & TRUST | 401k | $768K | 4 | 2025 |
Retirement plans