Original filing (PDF)20250616203423NAL0000653171001

FUNG ASSOCIATES, INC.

Name: FUNG ASSOCIATES, INC. — FUNG ASSOCIATES, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: FUNG ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

FUNG ASSOCIATES, INC. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 FUNG ASSOCIATES, INC..

Plan sponsor

Name

FUNG ASSOCIATES, INC.

EIN

39-2067042

Address

1600 KAPIOLANI BLVD. SUITE 1700 · HONOLULU, HI · 96814

Phone

(808) 941-3000

Industry

Professional & Technical Servicessee 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

2025-06-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2A · Age/service weighted or new comparability

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

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