Original filing (PDF)20251008140829NAL0013594642001

WACHI & WATANABE, CPA, INC.

Name: WACHI & WATANABE, CPA, INC. — WACHI & WATANABE, CPA, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WACHI & WATANABE, CPA, INC.

Form 5500-SF

FILING_RECEIVED

WACHI & WATANABE, CPA, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$993K

Net assets (EOY)

$993K

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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WACHI & WATANABE, CPA, INC.

EIN

99-0291480

Address

201 MERCHANT STREET, SUITE 2350 · HONOLULU, HI · 96813

Phone

(808) 536-4444

Industry