Original filing (PDF)20250714210041NAL0003377890001

CONSOLIDATED MANAGEMENT AGENCY, INC.

Name: CONSOLIDATED MANAGEMENT AGENCY, INC. — CONSOLIDATED MANAGEMENT AGENCY, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CONSOLIDATED MANAGEMENT AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

CONSOLIDATED MANAGEMENT AGENCY, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$309K

Net assets (EOY)

$309K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONSOLIDATED MANAGEMENT AGENCY, INC..

Plan sponsor

Name

CONSOLIDATED MANAGEMENT AGENCY, INC.

EIN

20-1176567

Address

PO BOX 235 · KUNIA, HI · 96759

Phone

(808) 791-8800

Industry

Admin Support & Waste Mgmtsee all

Plan administrator