How big is Ulupono Initiative, LLC's plan?

Ulupono Initiative, LLC's plan reported $3.9M in assets and 28 participants for 2024.

Original filing (PDF)20251002210313NAL0001424560001

Ulupono Initiative, LLC

Name: Ulupono Initiative, LLC — U.I 401(k) Plan, Form 5500 (2024)
Creator: Ulupono Initiative, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

U.I 401(k) Plan

401(k) retirement plan · Ulupono Initiative, LLC's U.I 401(k) Plan held $3.9M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Matthew Deakin signed Ulupono Initiative, LLC's 2024 Form 5500 as plan administrator.

Matthew Deakin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ulupono Initiative, LLC's EIN is 26-4725183.

EIN 26-4725183

Plan number 001

Plan year 2024

ACK ID 20251002210313NAL0001424560001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ulupono Initiative, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ulupono Initiative, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ULUPONO INITIATIVE, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score