· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ERNST & YOUNG LLP — ERNST & YOUNG LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250414011507NAL0002633154001
ERNST & YOUNG LLP
Form 5500-SF
FILING_RECEIVED
ERNST & YOUNG LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
104
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ERNST & YOUNG LLP
.
Find decision makers
Plan sponsor
Name
ERNST & YOUNG LLP
EIN
66-0526565
Address
231 YPAO ROAD, SUITE 201 · TAMUNING, GU · 96913
Phone
(671) 649-3700
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
JOHNSON BLOCK & CO., INC.
JOHNSON BLOCK & CO., INC. 401(K) PROFIT SHARING PLAN
$11.3M · 83 participants
MAY, COCAGNE & KING, P.C.
MAY, COCAGNE & KING, P.C. EMPLOYEES' PROFIT SHARING PLAN
$11.3M · 37 participants
WEYRICH, CRONIN & SORRA LLC
WEYRICH, CRONIN & SORRA LLC 401(K) PROFIT SHARING PLAN & TRUST
$11.2M · 45 participants
HAEFELE, FLANAGAN & CO., P.C.
HAEFELE, FLANAGAN & CO., P.C. 401(K) PROFIT SHARING PLAN
$11.2M · 48 participants
HANDWERGER, CARDEGNA, FUNKHOUSER & LURMAN, P.A.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HCF&L 401K PLAN
$11.3M · 31 participants
ALTEN SAKAI & COMPANY LLP
ALTEN SAKAI & COMPANY LLP 401(K) PROFIT SHARING PLAN & TRUST
$11.3M · 21 participants
Large plans in Guam
GUAM HEALTHCARE DEVELOPMENT, INC.
GUAM REGIONAL MEDICAL CITY 401(K) RETIREMENT SAVINGS PLAN
$42.1M · 935 participants
BANKGUAM HOLDING COMPANY
BANKGUAM HOLDING COMPANY 401(K) RETIREMENT SAVINGS PLAN
$32.4M · 466 participants
TELEGUAM HOLDINGS LLC
TELEGUAM HOLDINGS LLC 401(K) PLAN
$32.2M · 420 participants
CPL PACIFIC, LLC
CPL PACIFIC 401(K) SAVINGS PLAN
$26.4M · 727 participants
DZSP 21 LLC
DZSP 21 LLC RETIREMENT SAVINGS PLAN
$24.9M · 622 participants
CALVO ENTERPRISES, INC.
CALVO ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
$20.6M · 242 participants