Original filing (PDF)20250929205942NAL0005212083002

WESLEY R. SEGAWA AND ASSOCIATES, INC.

Name: WESLEY R. SEGAWA AND ASSOCIATES, INC. — WESLEY R. SEGAWA AND ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN (002), Form 5500 (2024)
Creator: WESLEY R. SEGAWA AND ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

WESLEY R. SEGAWA AND ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN (002)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WESLEY R. SEGAWA AND ASSOCIATES, INC.

EIN

99-0218491

Address

101 SILVA ST STE 201 · HILO, HI · 967204755

Phone

(808) 935-4677

Industry

Professional & Technical Servicessee all

Plan administrator