Plan Snapshot
- Plan Sponsor: Patel, Greene & Associates, LLC
- Sponsor EIN: 452209743
- Sponsor Address: 12570 TELECOM DRIVE, TEMPLE TERRACE, FL, 33637
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 154 | $12.4M | $597,458 | $1.2M |
| 2023 | 133 | $9.2M | $485,728 | $951,303 |
| 2022 | 109 | $6.7M | $394,816 | $800,932 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | Recordkeeper | $14,674 | — | $14,674 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,674
- Estimated Expense Ratio: 0.118% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $17,551 | $2,158 | $720 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |