Assets by plan
Share of aggregate retirement assets
Filings through .
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
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
S. SUGIKI, M.D. AND J. PORTIS, M.D., INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$4.8M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
S. SUGIKI, M.D. AND J. PORTIS, M.D., INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$1.9M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | S. SUGIKI, M.D. AND J. PORTIS, M.D., INC. 401(K) PROFIT SHARING PLAN | 401(k) | $4.8M | 11 | 2025 |
| #005 | S. SUGIKI, M.D. AND J. PORTIS, M.D., INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.9M | 10 | 2025 |
- #004 · 401(k) · 202511
- #005 · Traditional DB · 202510
Retirement plans