How big is Teraoka & Partners LLP's plan?

Teraoka & Partners LLP's plan reported $3.5M in assets and 5 participants for 2024.

Original filing (PDF)20250922140922NAL0005747792001

Teraoka & Partners LLP

Name: Teraoka & Partners LLP — Teraoka & Partners Profit, Form 5500 (2024)
Creator: Teraoka & Partners LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Teraoka & Partners Profit Sharing Plan

401(k) retirement plan · Teraoka & Partners LLP's Teraoka & Partners Profit Sharing Plan held $3.5M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Steven Teraoka signed Teraoka & Partners LLP's 2024 Form 5500 as plan administrator.

Steven Teraoka — 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

Teraoka & Partners LLP's EIN is 87-0737243.

EIN 87-0737243

Plan number 003

Plan year 2024

ACK ID 20250922140922NAL0005747792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Teraoka & Partners LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Teraoka & Partners LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERAOKA & PARTNERS LLP.

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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