· 2022–2024 · DOL EFAST2

Watanabe Insurance Services, Inc. — Watanabe Insuran, Form 5500 (2025)

Original filing (PDF)20260510032124NAL0004261091001

Watanabe Insurance Services, Inc.

Form 5500-SF

FILING_RECEIVED

Watanabe Insurance Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Watanabe Insurance Services, Inc.'s Watanabe Insurance Services, Inc. 401(k) Profit Sharing Plan held $2.9M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WATANABE INSURANCE SERVICES, INC.

EIN

99-0196487all filings

Address

100 PAUAHI STREET, SUITE 202 · HILO, HI · 967203046

Phone

(808) 935-8116

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2026-05-10

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

2R · Participant-directed brokerage (SDBA)

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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