Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHIGEMI SUGIKI, M.D. AND JON M. PORTIS, M.D., INC.
EIN 99-0171771Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
21
1380 LUSITANA STREET, SUITE 714 - HONOLULU, HI 968132443808-528-5333sugikiportis.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 21 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
S. SUGIKI, M.D. AND J. PORTIS, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$4.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
S. SUGIKI, M.D. AND J. PORTIS, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | S. SUGIKI, M.D. AND J. PORTIS, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $4.8M | 11 | 2025 | |
| 005 | S. SUGIKI, M.D. AND J. PORTIS, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.9M | 10 | 2025 |
Retirement plans