Original filing (PDF)20251016024036NAL0012114034001

ERIC FUJIMOTO, CFP, CFS, MBA

Name: ERIC FUJIMOTO, CFP, CFS, MBA — ERIC FUJIMOTO 401(K) PROFIT-SHARING PLAN, Form 5500 (2024)
Creator: ERIC FUJIMOTO, CFP, CFS, MBA

Form 5500-SF

FILING_RECEIVED

ERIC FUJIMOTO 401(K) PROFIT-SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 ERIC FUJIMOTO, CFP, CFS, MBA.

Plan sponsor

Name

ERIC FUJIMOTO, CFP, CFS, MBA

EIN

26-0840401

Address

1585 KAPIOLANI BLVD., SUITE 1100 · HONOLULU, HI · 96814

Phone

(808) 952-1222

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

HELVETIA LATIN AMERICA LLC

HELVETIA LATIN AMERICA LLC 401(K) PROFIT SHARING PLAN AND T

$1.7M · 14 participants

VILLAGE INSURANCE AGENCY, INC.

VILLAGE INSURANCE AGENCY, INC. 401(K) PLAN

$1.7M · 8 participants

ARCHER FINANCIAL GROUP, INC.

ARCHER FINANCIAL GROUP, INC. DEFINED BENEFIT PENSION PLAN

$1.7M · 3 participants

C.L. FINLAN & SON, INC.

C.L. FINLAN & SON, INC. 401(K) PROFIT SHARING PLAN

$1.7M · 15 participants

PLATINUM RESOURCES, INC.