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  2. Patel Management LLC

Filings through Oct 24, 2026.

Patel Management LLC

EIN 45-4119413-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$147K assets
Health & Benefits
0
Participants
125
991 STINSON WAY STE 401 - WEST PALM BEACH, FL 334113739561-360-2051patelmanagement.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401(k)-$147K - 125 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PATEL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$147K
Participants125
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PATEL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$147K1252025
  • PATEL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST$147K
    #001 · 401(k) · 2025125
Retirement plans
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