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 |