Original filing (PDF)20250628182849NAL0005963667001

FUJIYAMA WEALTH MANAGEMENT

Name: FUJIYAMA WEALTH MANAGEMENT — HORVATH WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: FUJIYAMA WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

HORVATH WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FUJIYAMA WEALTH MANAGEMENT.

Plan sponsor

Name

FUJIYAMA WEALTH MANAGEMENT

EIN

26-1633810all filings

Address

1 CONCOURSE PKWY · ATLANTA, GA · 30328

Phone

(678) 736-5195

Industry

Finance & Insurancesee all

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CAMPBELL WEALTH MANAGEMENT, LLC

CAMPBELL WEALTH MANAGEMENT 401(K) PLAN

$75K · 3 participants

FUNDAMENTAL WEALTH DESIGNS LLC

FUNDAMENTAL WEALTH DESIGNS LLC 401(K) PLAN

$75K · 8 participants

GP NORTH AMERICA, LLC

GPNA 401(K) PLAN

$75K · 6 participants

EPICURUS HOLDINGS, LLC

EPICURUS HOLDINGS, LLC 401(K) PLAN

$74K · 5 participants

ROBERT F SPAHN JR

ROBERT F SPAHN JR 401K PLAN

$75K · 4 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.