How big is Eric Okamoto, M.D, Inc.'s plan?

Eric Okamoto, M.D, Inc.'s plan reported $615K in assets and 5 participants for 2024.

Original filing (PDF)20250916102829NAL0001125507001

Eric Okamoto, M.D, Inc.

Name: Eric Okamoto, M.D, Inc. — Eric Okamoto, M.D., Inc., Form 5500 (2024)
Creator: Eric Okamoto, M.D, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eric Okamoto, M.D., Inc. 401(k) Plan

401(k) retirement plan · Eric Okamoto, M.D, Inc.'s Eric Okamoto, M.D., Inc. 401(k) Plan held $615K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$615K

Net assets (EOY)

$609K

Plan identifiers

Eric Okamoto, M.D, Inc.'s EIN is 26-0292142.

EIN 26-0292142

Plan number 002

Plan year 2024

ACK ID 20250916102829NAL0001125507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eric Okamoto, M.D, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eric Okamoto, M.D, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score