Original filing (PDF)20250721052356NAL0000738929001

VERTACCOUNT HAWAII INC.

Name: VERTACCOUNT HAWAII INC. — VERTACCOUNT HAWAII INC 401K, Form 5500 (2024)
Creator: VERTACCOUNT HAWAII INC.

Form 5500-SF

FILING_RECEIVED

VERTACCOUNT HAWAII INC 401K

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

VERTACCOUNT HAWAII INC.

EIN

27-3769308

Address

1164 BISHOP ST SUITE 1612 · HONOLULU, HI · 96813

Phone

(808) 258-6558

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

LA RUSA LLC

LA RUSA LLC 401(K) PLAN

$242K · 12 participants

LMW FINANCIAL LLC.

LMW FINANCIAL, LLC 401(K) PLAN

$242K · 6 participants

SPARK BUSINESS CONSULTING INC.

SPARK BUSINESS CONSULTING INC. 401(K) PLAN

$241K · 6 participants

CRED-U-COMP, INC.

CRED-U-COMP, INC. SAVINGS PLAN

$244K · 6 participants

AGARDO LLC

AGARDO LLC 401(K)RETIREMENT READINESS PLAN

$240K · 4 participants