Original filing (PDF)20251008141608NAL0003349603001

HAMADA/KIM FINANCIAL LLC

Name: HAMADA/KIM FINANCIAL LLC — HAMADA/KIM FINANCIAL LLC PENSION PLAN, Form 5500 (2024)
Creator: HAMADA/KIM FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

HAMADA/KIM FINANCIAL LLC PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 HAMADA/KIM FINANCIAL LLC.

Plan sponsor

Name

HAMADA/KIM FINANCIAL LLC

EIN

81-0883560

Address

1003 BISHOP STREET, SUITE 1450 · HONOLULU, HI · 96813

Phone

(808) 441-5200

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

2025-10-08

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SANDERLING MANAGEMENT COMPANY, LLC

SANDERLING RETIREMENT TRUST

$3.8M · 6 participants

OLSON WEALTH GROUP, LLC

OLSON WEALTH GROUP 401(K) PLAN

$3.8M · 2 participants

SEURAT GROUP LLC

SEURAT GROUP 401(K) PLAN

$3.8M · 24 participants

LCJ ASSOCIATES, INC.

LCJ ASSOCIATES, INC. CASH BALANCE PLAN

$3.8M · 8 participants

CIRCLE WEALTH MANAGEMENT, LLC

CIRCLE WEALTH MANAGEMENT, LLC 401(K) PLAN

$3.8M · 19 participants