Original filing (PDF)20250930203812NAL0012048449001

GERALD Y. USHIJIMA, CPA

Name: GERALD Y. USHIJIMA, CPA — GERALD Y. USHIJIMA, CPA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GERALD Y. USHIJIMA, CPA

Form 5500-SF

FILING_RECEIVED

GERALD Y. USHIJIMA, CPA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$945K

Net assets (EOY)

$945K

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 (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

GERALD Y. USHIJIMA, CPA

EIN

99-0230347all filings

Address

1110 UNIVERSITY AVENUE, SUITE 508 · HONOLULU, HI · 96826

Phone

(808) 949-5588

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