How big is Malama Wealth Inc.'s plan?

Malama Wealth Inc.'s plan reported $348K in assets and 4 participants for 2024.

Original filing (PDF)20250609131513NAL0011015507001

Malama Wealth Inc.

Name: Malama Wealth Inc. — Malama Wealth Inc. 401(k) &, Form 5500 (2024)
Creator: Malama Wealth Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Malama Wealth Inc. 401(k) & Profit Share Plan

401(k) retirement plan · Malama Wealth Inc.'s Malama Wealth Inc. 401(k) & Profit Share Plan held $348K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$348K

Net assets (EOY)

$348K

People on this filing

Shirley Horner signed Malama Wealth Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Malama Wealth Inc.'s EIN is 84-4707047.

EIN 84-4707047

Plan number 001

Plan year 2024

ACK ID 20250609131513NAL0011015507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Malama Wealth Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Malama Wealth Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MALAMA WEALTH INC.

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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