Assets by plan
Share of aggregate retirement assets
Filings through .
Rosenberg McKay Hoffman
EIN 99-0330140Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Health & Benefits
0
Participants
20
737 BISHOP ST STE 2350, MAUKA TOWER - HONOLULU, HI 96813808-536-4270rmhlawhawaii.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 20 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ROSENBERG MCKAY HOFFMAN CASH BALANCE PENSION PLAN (002)
Cash balance
Assets$3.2M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ROSENBERG MCKAY HOFFMAN 401(K) RETIREMENT SAVINGS PLAN (001)
401(k)
Assets$2.3M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ROSENBERG MCKAY HOFFMAN CASH BALANCE PENSION PLAN (002) | Cash balance | $3.2M | 10 | 2025 |
| #001 | ROSENBERG MCKAY HOFFMAN 401(K) RETIREMENT SAVINGS PLAN (001) | 401(k) | $2.3M | 10 | 2025 |
- #002 · Cash balance · 202510
- #001 · 401(k) · 202510
Retirement plans