# Patel Logistics INC. 401(k) Plan
Source: https://planprovider.pro/companies/patel-logistics-inc-401k-plan

> Patel Logistics INC.'s 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patel Logistics INC.

- **Sponsor EIN:** 844694816

- **Sponsor Address:** 120 CASEY LN, BENSALEM, PA, 19020

- **Plan Type:** 401(k)

- **Total Participants:** 91

- **Total Assets:** $343,381

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|91|$343,381|$68,919|$170,338|

| 2023|128|$179,812|$58,886|$99,765|

| 2022|53|$6,666|$2,226|$4,536|

## 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|

| CJ CPAS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CJ CPAS PLLC](https://planprovider.pro/provider/cj-cpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$1,250|$1,250|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [For-Tee Winks INC.](https://planprovider.pro/companies/for-tee-winks-inc-401k-plan-001) — 7 participants

- [B And B Packing INC](https://planprovider.pro/companies/b-and-b-packing-inc-401k-plan) — 1 participants

- [Vindico Corp](https://planprovider.pro/companies/vindico-corp-401k-plan) — 1 participants

- [Mcm Logistics INC](https://planprovider.pro/companies/mcm-logistics-inc-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/patel-logistics-inc-401k-plan)

© 2026 PlanProvider.Pro