How big is Katrina WAN PR's plan?

Katrina WAN PR's plan reported $870K in assets and 5 participants for 2024.

Original filing (PDF)20250626102726NAL0005104883001

Katrina WAN PR

Name: Katrina WAN PR — Katrina WAN PR 401(k) Plan, Form 5500 (2024)
Creator: Katrina WAN PR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katrina WAN PR 401(k) Plan

401(k) retirement plan · Katrina WAN PR's Katrina WAN PR 401(k) Plan held $870K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$870K

Net assets (EOY)

$870K

Plan identifiers

Katrina WAN PR's EIN is 45-4040799.

EIN 45-4040799

Plan number 001

Plan year 2024

ACK ID 20250626102726NAL0005104883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Katrina WAN PR's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATRINA WAN PR.

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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 (93rd percentile).

Plan sponsor

Name

KATRINA WAN PR

EIN

all filings

Address

8383 WILSHIRE BLVD., STE. 334 · BEVERLY HILLS, CA · 90211

Phone

(323) 240-9996

Industry

Professional & Technical Services

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

2025-06-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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