Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAY K. HONDA, O.D.
EIN 99-0258812medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
19
75-166 KALANI STREET, SUITE 102 - KAILUA-KONA, HI 96740808-329-3535LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 19 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#002
JAY K. HONDA, O.D. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAY K. HONDA, O.D. 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAY K. HONDA, O.D. CASH BALANCE PLAN | CashBalance | $1.5M | 10 | 2024 | |
| 001 | JAY K. HONDA, O.D. 401(K) PROFIT SHARING PLAN | ProfitSharing | $1.3M | 9 | 2024 |
Retirement plans