Original filing (PDF)20250912130156NAL0001316048001

CMR FINANCIAL ADVISORS, INC.

Name: CMR FINANCIAL ADVISORS, INC. — CMR FINANCIAL ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: CMR FINANCIAL ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

CMR FINANCIAL ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CMR FINANCIAL ADVISORS, INC..

Plan sponsor

Name

CMR FINANCIAL ADVISORS, INC.

EIN

20-3233227

Address

1003 BISHOP STREET, SUITE 2620 · HONOLULU, HI · 96813

Phone

(808) 537-2912

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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