Original filing (PDF)20251002213117NAL0002003746001

SHERRY P. BRODER, A.A.L., A.L.C.

Name: SHERRY P. BRODER, A.A.L., A.L.C. — SHERRY P. BRODER, A.A.L., A.L.C. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHERRY P. BRODER, A.A.L., A.L.C.

Form 5500-SF

FILING_RECEIVED

SHERRY P. BRODER, A.A.L., A.L.C. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 SHERRY P. BRODER, A.A.L., A.L.C..

Plan sponsor

Name

SHERRY P. BRODER, A.A.L., A.L.C.

EIN

99-0216341

Address

500 ALA MOANA BLVD., SUITE 7400 · HONOLULU, HI · 96813

Phone

(808) 531-1411

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-02

Pension benefit codes

2E · Profit-sharing

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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