Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARCUS R. BOLAND, CLU, CHFC, CFP
EIN 94-3267923Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
16
737 BISHOP ST STE 1700 - HONOLULU, HI 968133704808-566-5340
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARCUS R. BOLAND, CLU, CHFC, CFP 401(K) PROFIT SHARING PLAN
401k
Assets$5.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARCUS R. BOLAND, CLU, CHFC, CFP CASH BALANCE PLAN
CashBalance
Assets$556K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARCUS R. BOLAND, CLU, CHFC, CFP 401(K) PROFIT SHARING PLAN | 401k | $5.4M | 9 | 2024 | |
| 002 | MARCUS R. BOLAND, CLU, CHFC, CFP CASH BALANCE PLAN | CashBalance | $556K | 7 | 2024 |
Retirement plans