Original filing (PDF)20250521193104NAL0007385026001

TAKUSHI WONG LEE & YEE, A LAW CORPORATION

Name: TAKUSHI WONG LEE & YEE, A LAW CORPORATION — PROFIT SHARING PLAN OF TAKUSHI WONG LEE & YEE, A LAW CORPORATION, Form 5500 (2024)
Creator: TAKUSHI WONG LEE & YEE, A LAW CORPORATION

Form 5500-SF

FILING_RECEIVED

PROFIT SHARING PLAN OF TAKUSHI WONG LEE & YEE, A LAW CORPORATION

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAKUSHI WONG LEE & YEE, A LAW CORPORATION.

Plan sponsor

Name

TAKUSHI WONG LEE & YEE, A LAW CORPORATION

EIN

73-1648405

Address

P.O. BOX 25215 · HONOLULU, HI · 96825

Phone

(808) 543-9800

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator