Original filing (PDF)20250926211651NAL0014319058001

LAW OFFICES OF CURTIS B.K. YUEN, A LAW CORPORATION

Name: LAW OFFICES OF CURTIS B.K. YUEN, A LAW CORPORATION — LAW OFFICES OF CURTIS B.K. YUEN, A LAW CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LAW OFFICES OF CURTIS B.K. YUEN, A LAW CORPORATION

Form 5500-SF

FILING_RECEIVED

LAW OFFICES OF CURTIS B.K. YUEN, A LAW CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICES OF CURTIS B.K. YUEN, A LAW CORPORATION.

Plan sponsor

Name

LAW OFFICES OF CURTIS B.K. YUEN, A LAW CORPORATION

EIN

99-0352967

Address

1100 ALAKEA STREET, SUITE 1701 · HONOLULU, HI · 96813

Phone

(808) 532-3103

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator