Original filing (PDF)20251114161025NAL0004731920001

TAKETA, IWATA, HARA & ASSOCIATES, L

Name: TAKETA, IWATA, HARA & ASSOCIATES, L — TAKETA, IWATA, HARA & ASSOCIATES, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TAKETA, IWATA, HARA & ASSOCIATES, L

Form 5500-SF

FILING_RECEIVED

TAKETA, IWATA, HARA & ASSOCIATES, LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAKETA, IWATA, HARA & ASSOCIATES, L.

Plan sponsor

Name

TAKETA, IWATA, HARA & ASSOCIATES, L

EIN