Plan Snapshot
- Plan Sponsor: Patel & Duong, LLC
- Sponsor EIN: 261730348
- Sponsor Address: 8180 RIVERBIRCH DRIVE, ROSWELL, GA, 30076
- Plan Type: DB
- Total Participants: 2
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $3.8M | $0 | $0 |
| 2023 | 5 | $2.0M | $0 | $0 |
| 2022 | 5 | $1.6M | $100,000 | $0 |