Original filing (PDF)20250712162022NAL0007045217001

HEDBERG, BATARA & VAUGHAN-SARANDI, LLC

Name: HEDBERG, BATARA & VAUGHAN-SARANDI, LLC — HEDBERG, BATARA & VAUGHAN-SARANDI, LLC 401(K) RETIREMENT SAVINGS PLAN (001), Form 5500 (2024)
Creator: HEDBERG, BATARA & VAUGHAN-SARANDI, LLC

Form 5500-SF

FILING_RECEIVED

HEDBERG, BATARA & VAUGHAN-SARANDI, LLC 401(K) RETIREMENT SAVINGS PLAN (001)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEDBERG, BATARA & VAUGHAN-SARANDI, LLC.

Plan sponsor

Name

HEDBERG, BATARA & VAUGHAN-SARANDI, LLC

EIN

20-2905054

Address

1003 BISHOP STREET, SUITE 1925 · HONOLULU, HI · 968136459

Phone

(808) 523-6955

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

JOHNSON MOWDY ASSOCIATES, CPA'S, PC

JOHNSON MOWDY ASSOCIATES, CPAS, PC 401(K) PROFIT SHARING PLAN

$2.4M · 8 participants

FLYNN & COMPANY, INC.

FLYNN & COMPANY, INC. 401(K) PROFIT SHARING PLAN

$2.4M · 17 participants

DAVID R. KOEHLER, CPA'S, INC.

DAVID R. KOEHLER, CPA 401(K) PROFIT SHARING PLAN

$2.4M · 12 participants

RICH, WIGHTMAN & COMPANY CPAS

RICH WIGHTMAN & CO. EMPLOYEES SAVINGS TRUST

$2.4M · 20 participants

HOLMES AND MURRAY, LLP

HOLMES AND MURRAY, LLP 401(K) PLAN