Plan Snapshot
- Plan Sponsor: Drs Kiran & Pallavi Patel Family Office
- Sponsor EIN: 611578441
- Sponsor Address: 5600 MARINER STREET, TAMPA, FL, 33609
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 152
- Total Assets: $285,713
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 152 | $285,713 | $634 | $8,046 |