# Patel, Greene & Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/patel-greene-associates-llc-401k-plan

> Patel, Greene & Associates, LLC's 401(k) plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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