Original filing (PDF)20250917145512NAL0000788146001

ROSENBERG MCKAY HOFFMAN

Name: ROSENBERG MCKAY HOFFMAN — ROSENBERG MCKAY HOFFMAN CASH BALANCE PENSION PLAN (002), Form 5500 (2024)
Creator: ROSENBERG MCKAY HOFFMAN

Form 5500-SF

FILING_RECEIVED

ROSENBERG MCKAY HOFFMAN CASH BALANCE PENSION PLAN (002)

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 ROSENBERG MCKAY HOFFMAN.

Plan sponsor

Name

ROSENBERG MCKAY HOFFMAN

EIN

99-0330140

Address

737 BISHOP ST STE 2350, MAUKA TOWER · HONOLULU, HI · 96813

Phone

(808) 536-4270

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

2025-09-17

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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