# Patel Burica & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/patel-burica-associates-inc-401k-plan

> Patel Burica & Associates, INC.'s 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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