Original filing (PDF)20251014144909NAL0003198817001

LUNG ROSE VOSS & WAGNILD

Name: LUNG ROSE VOSS & WAGNILD — LUNG ROSE VOSS & WAGNILD 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: LUNG ROSE VOSS & WAGNILD

Form 5500-SF

FILING_RECEIVED

LUNG ROSE VOSS & WAGNILD 401K RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 LUNG ROSE VOSS & WAGNILD.

Plan sponsor

Name

LUNG ROSE VOSS & WAGNILD

EIN

99-0243681

Address

P.O. BOX 1760 · HONOLULU, HI · 968061760

Phone

(808) 523-9000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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