The Hawaii Group, Inc.'s EIN is 27-3129236.
Download the official 2024 Form 5500 (PDF) for The Hawaii Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Hawaii Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RYDING COMPANY | 95-3497679 | — | TPA | $22K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Ret Opt | Pooled Separate Accounts | — | — | $566K | 19.5% | |
| TRANSAMERICA RETIREONTRACK 2035 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $566K | 19.5% | |
| American Funds American Funds 2060 Target Date Ret Opt | Mutual Funds | — | — | $304K | 10.5% | |
| TRANSAMERICA RETIREONTRACK 2060 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $304K | 10.5% | |
| American Funds American Funds 2055 Target Date Ret Opt | Mutual Funds | — | — | $285K | 9.8% | |
| TRANSAEMRICA RETIREONTRACK 2055 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $285K | 9.8% | |
| American Funds American Funds 2050 Target Date Ret Opt | Mutual Funds | — | — | $231K | 8.0% | |
| TRANSAMERICA RETIREONTRCK 2050 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $231K | 8.0% | |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $221K | 7.6% | |
| American Funds American Funds 2040 Target Date Ret Opt | Mutual Funds | — | — | $169K | 5.8% | |
| TRANSAMERICA RETIREONTRACK 2040 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $169K | 5.8% | |
| American Funds American Funds 2045 Target Date Ret Opt | Mutual Funds | — | — | $153K | 5.3% | |
| TRANSAEMRICA RETIREONTRACK 2045 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $153K | 5.3% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 665 | Pooled Separate Account | — | — | $106K | 3.7% | |
| American Funds American Funds 2025 Target Date Ret Opt | Mutual Funds | — | — | $106K | 3.6% | |
| TRANSAMERICA RETIREONTRACK 2025 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $106K | 3.6% | |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $104K | 3.6% | |
| BNY MELLON DYNAMIC VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 763 | Pooled Separate Account | — | — | $83K | 2.9% | |
| Notes receivable from participants * Participants Notes Receivable from Participants - Rate 4.25% to 9.50% | Bonds / Notes | — | — | $70K | 2.4% | |
| American Funds American Funds 2030 Target Date Ret Opt | Mutual Funds | — | — | $64K | 2.2% | |
| TRANSAMERICA RETIREONTRACK 2030 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $64K | 2.2% | |
| FIDELITY ADVISOR FOCUS EMERGING MAR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 288 | Pooled Separate Account | — | — | $31K | 1.1% | |
| BLACKROCK HIGH YIELD BD PRTF RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 757 | Pooled Separate Account | — | — | $23K | 0.8% | |
| FEDERATED MDT SM CAP CORE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 140 | Pooled Separate Account | — | — | $22K | 0.8% | |
| American Funds American Funds 2020 Target Date Ret Opt | Mutual Funds | — | — | $22K | 0.8% | |
| TRANSAMERICA RETIREONTRACK 2020 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $22K | 0.8% | |
| LORD ABBETT DEVELOPING GROWTH RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 82-5217478 / PN 402 | Pooled Separate Account | — | — | $21K | 0.7% | |
| ALLSPRING SPECIAL SMALL CAP VALUE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 749 | Pooled Separate Account | — | — | $20K | 0.7% | |
| PIONEER SELECT MID CAP GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 741 | Pooled Separate Account | — | — | $20K | 0.7% | |
| ALLSPRING SPECIAL MID CAP VALUE R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 748 | Pooled Separate Account | — | — | $19K | 0.7% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $18K | 0.6% | |
| DWS RREEF REAL ESTATE SECURITIES TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 637 | Pooled Separate Account | — | — | $17K | 0.6% | |
| TRANSAMERICA RETIREONTRACK 2010 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $14K | 0.5% | |
| American Funds American Funds 2015 Target Date Ret Opt | Mutual Funds | — | — | $3K | 0.1% | |
| TRANSAMERICA RETIREONTRACK 2015 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $3K | 0.1% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $8 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERITY CPAS | 45-4462880 | — | AUDIT | $9K | — |
| CW ASSOCIATES | 26-1659234 | — | AUDITOR | $8K | — |
