Original filing (PDF)20250727214907NAL0001209825001

KIMBERLY S. CASWELL

Name: KIMBERLY S. CASWELL — KIMI S. CASWELL, DDS, MS, LLC 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: KIMBERLY S. CASWELL

Form 5500-SF

FILING_RECEIVED

KIMI S. CASWELL, DDS, MS, LLC 401(K) RETIREMENT SAVINGS PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIMBERLY S. CASWELL.

Plan sponsor

Name

KIMBERLY S. CASWELL

EIN

99-0321157

Address

1210 WARD AVENUE, SUITE 200 · HONOLULU, HI · 96814

Phone

(808) 536-2223

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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