Original filing (PDF)20251010192953NAL0004475987001

MARCUS R. BOLAND, CLU, CHFC, CFP

Name: MARCUS R. BOLAND, CLU, CHFC, CFP — MARCUS R. BOLAND, CLU, CHFC, CFP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARCUS R. BOLAND, CLU, CHFC, CFP

Form 5500-SF

FILING_RECEIVED

MARCUS R. BOLAND, CLU, CHFC, CFP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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 MARCUS R. BOLAND, CLU, CHFC, CFP.

Plan sponsor

Name

MARCUS R. BOLAND, CLU, CHFC, CFP

EIN

94-3267923

Address

737 BISHOP ST STE 1700 · HONOLULU, HI · 96813

Phone

(808) 566-5340

Industry

Insurance Agencies & Brokerages· 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

2025-10-10

Pension benefit codes

2E · Profit-sharing

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

2J · 401(k) feature

3B · Covers self-employed individuals

2A · Age/service weighted or new comparability

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

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