Original filing (PDF)20251004114638NAL0001193123001

R. PATRICK MCPHERSON, AAL, ALC

Name: R. PATRICK MCPHERSON, AAL, ALC — R. PATRICK MCPHERSON, AAL, ALC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: R. PATRICK MCPHERSON, AAL, ALC

Form 5500-SF

FILING_RECEIVED

R. PATRICK MCPHERSON, AAL, ALC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$504K

Net assets (EOY)

$504K

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 average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R. PATRICK MCPHERSON, AAL, ALC.

Plan sponsor

Name

R. PATRICK MCPHERSON, AAL, ALC

EIN

54-2170842all filings

Address

1001 BISHOP STREET, SUITE 1330 · HONOLULU, HI · 96813

Phone

(808) 537-5600

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