Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
NUTTALL & PATEL LLP
EIN 81-4865292accountingLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
11
5101 E LA PALMA AVE, SUITE 104 - ANAHEIM, CA 92807714-630-0440nuttallpatel.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 11 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
NUTTALL & PATEL LLP 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NUTTALL & PATEL LLP CASH BALANCE PLAN
CashBalance
Assets$989K
Participants5
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 | NUTTALL & PATEL LLP 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.3M | 6 | 2025 | |
| 002 | NUTTALL & PATEL LLP CASH BALANCE PLAN | CashBalance | $989K | 5 | 2025 |
Retirement plans