Original filing (PDF)20251014164839NAL0004579680001

3 FINANCIAL GROUP LLC

Name: 3 FINANCIAL GROUP LLC — 3 FINANCIAL GROUP LLC 401(K) PLAN, Form 5500 (2024)
Creator: 3 FINANCIAL GROUP LLC

Form 5500-SF

FILING_RECEIVED

3 FINANCIAL GROUP LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 3 FINANCIAL GROUP LLC.

Plan sponsor

Name

3 FINANCIAL GROUP LLC

EIN

26-1263137all filings

Address

1888 KALAKAUA AVE C312 · HONOLULU, HI · 96815

Phone

(808) 791-2925

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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