Original filing (PDF)20251001154342NAL0006008963001

TAKAHASHI AND COVERT, ATTORNEYS AT LAW

Name: TAKAHASHI AND COVERT, ATTORNEYS AT LAW — TAKAHASHI & COVERT PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TAKAHASHI AND COVERT, ATTORNEYS AT LAW

Form 5500-SF

FILING_RECEIVED

TAKAHASHI & COVERT PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAKAHASHI AND COVERT, ATTORNEYS AT LAW.

Plan sponsor

Name

TAKAHASHI AND COVERT, ATTORNEYS AT LAW

EIN

99-0210668

Address

4348 WAIALAE AVENUE #625 · HONOLULU, HI · 96816

Phone

(808) 526-3003

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator