Original filing (PDF)20251014160813NAL0001633699001

MARK LEONG

Name: MARK LEONG — LEONG FINANCIAL 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: MARK LEONG

Form 5500-SF

FILING_RECEIVED

LEONG FINANCIAL 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$259K

Net assets (EOY)

$259K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MARK LEONG

EIN

57-6479324all filings

Address

737 BISHOP STREET, SUITE 1700 · HONOLULU, HI · 96813

Phone

(808) 228-1460

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