Original filing (PDF)20250718155504NAL0002966848001

NA N. WEN CPA, INC.

Name: NA N. WEN CPA, INC. — NA N. WEN CPA, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NA N. WEN CPA, INC.

Form 5500-SF

FILING_RECEIVED

NA N. WEN CPA, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$877K

Net assets (EOY)

$877K

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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NA N. WEN CPA, INC..

Plan sponsor

Name

NA N. WEN CPA, INC.

EIN

45-4612165all filings

Address

1150 S. KING ST. STE 1009 · HONOLULU, HI · 96814

Phone

(808) 591-0055

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