· 2022–2024 · DOL EFAST2

MARCUS R. BOLAND, CLU, CHFC, CFP — MARCUS R. BOLAND, CLU, CHFC, CFP CASH BALANCE PLAN, Form 5500 (2024)

Original filing (PDF)20251010195106NAL0013160848001

MARCUS R. BOLAND, CLU, CHFC, CFP

Form 5500-SF

FILING_RECEIVED

MARCUS R. BOLAND, CLU, CHFC, CFP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

7

Accounts w/ balance

—

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARCUS R. BOLAND, CLU, CHFC, CFP.

Plan sponsor

Name

MARCUS R. BOLAND, CLU, CHFC, CFP

EIN

94-3267923all filings

Address

737 BISHOP ST STE 1700 · HONOLULU, HI · 968133704

Phone

(808) 566-5340

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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 Insurance Agencies & Brokerages plans

CLYDE CUNNINGHAM INSURANCE, INC.

CLYDE CUNNINGHAM INSURANCE, INC. 401(K) PROFIT SHARING PLAN

$556K · 4 participants

GREAT LAKES FINANCIAL MANAGEMENT GROUP, INC.

GLFMG 401(K) PLAN

$556K · 4 participants

WALSH INSURANCE AND FINANCIAL SERVICES, INC.

WALSH INSURANCE AND FINANCIAL SERVICES, INC. 401(K) PLAN

$556K · 8 participants

CONCORD INSURANCE GROUP, INC.

CONCORD INSURANCE GROUP INC. 401(K) PLAN

$556K · 3 participants

PATRICK DUNNE, JR.

PATRICK DUNNE, JR. PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.