TAKAGI & ASSOCIATES, INC PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
26
Accounts w/ balance
42
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score
90
/ 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
64
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAKAGI & ASSOCIATES, INC..
Plan sponsor
Name
TAKAGI & ASSOCIATES, INC.
EIN
66-0471378
Address
540 PALE SAN VITORES ROAD, · FLAME TREE PLAZA SUITE 200 · TUMON, GU · 96913
Phone
(671) 648-5350
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
