How big is Neal Takahashi's plan?

Neal Takahashi's plan reported $441K in assets and 2 participants for 2024.

Original filing (PDF)20250715161520NAL0003307104001

Neal Takahashi

Name: Neal Takahashi — Neal Takahashi 401(k) Plan & Trust, Form 5500 (2024)
Creator: Neal Takahashi
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neal Takahashi 401(k) Plan & Trust

401(k) retirement plan · Neal Takahashi's Neal Takahashi 401(k) Plan & Trust held $441K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$441K

Net assets (EOY)

$441K

People on this filing

Neal Takahashi signed Neal Takahashi's 2024 Form 5500 as plan administrator.

Neal Takahashi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Neal Takahashi's EIN is 36-4765681.

EIN 36-4765681

Plan number 001

Plan year 2024

ACK ID 20250715161520NAL0003307104001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Neal Takahashi from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Neal Takahashi's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

NEAL TAKAHASHI

EIN

all filings

Address

1425 RIVER PARK DR., STE. 100 · SACRAMENTO, CA · 95815

Phone

(415) 531-9562

Industry

Finance & Insurance

Plan administrator