How big is Kondo Wealth Advisors, Inc.'s plan?

Kondo Wealth Advisors, Inc.'s plan reported $609K in assets and 7 participants for 2024.

Original filing (PDF)20250624144812NAL0006971889001

Kondo Wealth Advisors, Inc.

Name: Kondo Wealth Advisors, Inc. — Kondo Wealth Advisors, Form 5500 (2024)
Creator: Kondo Wealth Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kondo Wealth Advisors, Inc. Cash Balance Plan

Defined-benefit pension plan · Kondo Wealth Advisors, Inc.'s Kondo Wealth Advisors, Inc. Cash Balance Plan held $609K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$609K

Net assets (EOY)

$609K

People on this filing

Akemi Dalvi signed Kondo Wealth Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Akemi Dalvi — 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

Kondo Wealth Advisors, Inc.'s EIN is 47-2800936.

EIN 47-2800936

Plan number 002

Plan year 2024

ACK ID 20250624144812NAL0006971889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kondo Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kondo Wealth Advisors, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KONDO WEALTH ADVISORS, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score