Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolio
NELSON O. YOSHIOKA, JR., OD, INC.
EIN 99-0305730medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
20
1123 11TH AVENUE 203, - HONOLULU, HI 96816808-734-7050eyedoctoroahu.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 20 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#001
NELSON O. YOSHIOKA, JR., OD, INC. 401(K) PLAN
401k
Assets$2.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NELSON O. YOSHIOKA, JR., OD, INC. CASH BALANCE PLAN
CashBalance
Assets$398K
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 | |
|---|---|---|---|---|---|---|
| 001 | NELSON O. YOSHIOKA, JR., OD, INC. 401(K) PLAN | 401k | $2.8M | 11 | 2025 | |
| 002 | NELSON O. YOSHIOKA, JR., OD, INC. CASH BALANCE PLAN | CashBalance | $398K | 9 | 2024 |
Retirement plans