Plan Snapshot
- Plan Sponsor: Patel Burica & Associates, INC.
- Sponsor EIN: 562394659
- Sponsor Address: 9283 RESEARCH DRIVE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 24 | $8.6M | $205,398 | $206,610 |
| 2023 | 23 | $6.8M | $191,393 | $171,169 |
| 2022 | 19 | $4.9M | $136,182 | $146,466 |