Original filing (PDF)20260225100747NAL0005832818001

KAZI, Inc.

Name: KAZI, Inc. — Shital KAZI, DDS 401(k) Plan, Form 5500 (2025)
Creator: KAZI, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shital KAZI, DDS 401(k) Plan

401(k) retirement plan · KAZI, Inc.'s Shital KAZI, DDS 401(k) Plan held $2.4M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

KAZI, INC.

EIN

94-3271795all filings

Address

2895 SANDERLING DRIVE · FREMONT, CA · 94555

Phone

(510) 299-2730

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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