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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHIMIZU & SHIMIZU, CPAS, PS.
Plan sponsor
Name
SHIMIZU & SHIMIZU, CPAS, PS
EIN
91-1539916
Address
2840 NORTHUP WAY, SUITE 210 · BELLEVUE, WA · 98004
Phone
(425) 454-2570
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Name
SHIMIZU & SHIMIZU, CPAS, PS
EIN
91-1539916
City
BELLEVUE, WA
Phone
(425) 454-2570
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-01-16
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
