Original filing (PDF)20251201155852NAL0022938226001

FRANKLIN WONG & ASSOCIATES, LTD.

Name: FRANKLIN WONG & ASSOCIATES, LTD. — FRANKLIN WONG & ASSOCIATES, LTD. 401(K) RETIREMENT SAVINGS PLAN (001), Form 5500 (2024)
Creator: FRANKLIN WONG & ASSOCIATES, LTD.

Form 5500-SF

FILING_RECEIVED

FRANKLIN WONG & ASSOCIATES, LTD. 401(K) RETIREMENT SAVINGS PLAN (001)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANKLIN WONG & ASSOCIATES, LTD..

Plan sponsor

Name

FRANKLIN WONG & ASSOCIATES, LTD.

EIN

99-0186359

Address

700 RICHARDS STREET, SUITE 2604 · HONOLULU, HI · 968134622

Phone

(808) 521-0958

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-01

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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