How big is David Y. Takagi's plan?

David Y. Takagi's plan reported $2.3M in assets and 8 participants for 2024.

Original filing (PDF)20251002143344NAL0001457426001

David Y. Takagi

Name: David Y. Takagi — Takagi and Takagi 401(k) Safe, Form 5500 (2024)
Creator: David Y. Takagi
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Takagi and Takagi 401(k) Safe Harbor Plan

401(k) retirement plan · David Y. Takagi's Takagi and Takagi 401(k) Safe Harbor Plan held $2.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

David Y. Takagi's EIN is 99-0172953.

EIN 99-0172953

Plan number 001

Plan year 2024

ACK ID 20251002143344NAL0001457426001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Y. Takagi from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Y. Takagi's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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