Original filing (PDF)20251102220010NAL0014912274001

SZETO-WONG LAW, PC

Name: SZETO-WONG LAW, PC — SZETO-WONG LAW 401(K) PLAN, Form 5500 (2024)
Creator: SZETO-WONG LAW, PC

Form 5500-SF

FILING_RECEIVED

SZETO-WONG LAW 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SZETO-WONG LAW, PC.

Plan sponsor

Name

SZETO-WONG LAW, PC

EIN

88-0617238

Address

19925 STEVENS CREEK BLVD · SUITE 100 · CUPERTINO, CA · 95014

Phone

(650) 425-6264

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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