Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROSENBERG MCKAY HOFFMAN
EIN 99-0330140Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
19
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 / $4.9M assets / 19 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#002
ROSENBERG MCKAY HOFFMAN CASH BALANCE PENSION PLAN (002)
CashBalance
Assets$3.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROSENBERG MCKAY HOFFMAN 401(K) RETIREMENT SAVINGS PLAN (001)
401k
Assets$1.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROSENBERG MCKAY HOFFMAN CASH BALANCE PENSION PLAN (002) | CashBalance | $3.1M | 10 | 2024 | |
| 001 | ROSENBERG MCKAY HOFFMAN 401(K) RETIREMENT SAVINGS PLAN (001) | 401k | $1.8M | 9 | 2024 |
Retirement plans