Original filing (PDF)20240827095224NAL0005038179001

ISLAND BUSINESS SERVICES, INC.

Name: ISLAND BUSINESS SERVICES, INC. — ISLAND BUSINESS SERVICES 401(K) PLAN, Form 5500 (2023)
Creator: ISLAND BUSINESS SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

ISLAND BUSINESS SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISLAND BUSINESS SERVICES, INC..

Plan sponsor

Name

ISLAND BUSINESS SERVICES, INC.

EIN

20-4732252all filings

Address

4473 PAHEE STREET, UNIT Q · LIHUE, HI · 96766

Phone

(808) 240-3020

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-08-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

NEW DWELLING MORTGAGE

NEW DWELLING MORTGAGE 401(K) PLAN

BLANKSPACES EXPERIENCE

CWC HOLDINGS, INC.

CWC HOLDINGS, INC. PROFIT SHARING PLAN

CATIC FINANCIAL, INC

NEW JERSEY TITLE INSURANCE COMPANY FROZEN RETIREMENT PLAN

HEIDORN REAL ESTATE SERVICES LLC

HEIDORN REAL ESTATE SERVICES LLC DBA BROADWAY TITLE AGENCY 401K PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.