How big is Ohana Medical Group's plan?

Ohana Medical Group's plan reported $759K in assets and 10 participants for 2024.

Original filing (PDF)20250710160850NAL0004167843003

Ohana Medical Group

Name: Ohana Medical Group — Ohana Medical Group 401(k), Form 5500 (2024)
Creator: Ohana Medical Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ohana Medical Group 401(k) Plan

401(k) retirement plan · Ohana Medical Group's Ohana Medical Group 401(k) Plan held $759K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$759K

Net assets (EOY)

$759K

People on this filing

Susan Swick signed Ohana Medical Group's 2024 Form 5500 as plan administrator.

Susan Swick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ohana Medical Group's EIN is 85-0716266.

EIN 85-0716266

Plan number 001

Plan year 2024

ACK ID 20250710160850NAL0004167843003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ohana Medical Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ohana Medical Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OHANA MEDICAL GROUP.

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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