Original filing (PDF)20250618182824NAL0002696289001

SIMON CHANG, MD, LLC

Name: SIMON CHANG, MD, LLC — SIMON CHANG, MD, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SIMON CHANG, MD, LLC

Form 5500-SF

FILING_RECEIVED

SIMON CHANG, MD, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$795K

Net assets (EOY)

$795K

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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMON CHANG, MD, LLC.

Plan sponsor

Name

SIMON CHANG, MD, LLC

EIN

80-0112427all filings

Address

1907 NUNA PLACE · HONOLULU, HI · 96821

Phone

(808) 599-2854

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