How big is Simon Chang, MD, LLC's plan?

Simon Chang, MD, LLC's plan reported $795K in assets and 4 participants for 2024.

Original filing (PDF)20250618182824NAL0002696289001

Simon Chang, MD, LLC

Name: Simon Chang, MD, LLC — Simon Chang, MD, LLC 401(k), Form 5500 (2024)
Creator: Simon Chang, MD, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon Chang, MD, LLC 401(k) Plan

401(k) retirement plan · Simon Chang, MD, LLC's Simon Chang, MD, LLC 401(k) Plan held $795K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$795K

Net assets (EOY)

$795K

Plan identifiers

Simon Chang, MD, LLC's EIN is 80-0112427.

EIN 80-0112427

Plan number 001

Plan year 2024

ACK ID 20250618182824NAL0002696289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simon Chang, MD, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simon Chang, MD, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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).

Plan sponsor

Name

SIMON CHANG, MD, LLC

EIN

all filings

Address

1907 NUNA PLACE · HONOLULU, HI · 96821

Phone

(808) 599-2854

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator