JAMES L. KWAKO, M.D., WELLNESS MEDICINE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
3
Plan assets (EOY)
$696K
Net assets (EOY)
$696K
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
98
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES L. KWAKO, MD WELLNESS MEDICINE.
Plan sponsor
Name
JAMES L. KWAKO, MD WELLNESS MEDICINE
EIN
26-4136317
Address
1805 D EAST CABRILLO BLVD. · SANTA BARBARA, CA · 93108
Phone
(805) 565-3959
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
SANTA BARBARA PENSION CONSULTANTS, INC.
EIN
77-0307834
City
SANTA BARBARA, CA
Phone
(805) 568-3814
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-27
Pension benefit codes
2A · Age/service weighted or new comparability
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
