Original filing (PDF)20250911145221NAL0000307971001

MY PERSONAL CPA AND FINANCIAL PLANNER, LLC

Name: MY PERSONAL CPA AND FINANCIAL PLANNER, LLC — MY PERSONAL CPA AND FINANCIAL PLANNER, LLC 401(K) PLAN, Form 5500 (2024)
Creator: MY PERSONAL CPA AND FINANCIAL PLANNER, LLC

Form 5500-SF

FILING_RECEIVED

MY PERSONAL CPA AND FINANCIAL PLANNER, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

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 MY PERSONAL CPA AND FINANCIAL PLANNER, LLC.

Plan sponsor

Name

MY PERSONAL CPA AND FINANCIAL PLANNER, LLC

EIN

81-0697955all filings

Address

1001 KAMOKILA BOULEVARD, SUITE 100 · KAPOLEI, HI · 96707

Phone

(808) 674-0700

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator