How big is NA LEI Aloha Foundation's plan?

NA LEI Aloha Foundation's plan reported $682K in assets and 2 participants for 2023.

Original filing (PDF)20241016024646NAL0052067216001

NA LEI Aloha Foundation

Name: NA LEI Aloha Foundation — NA LEI Aloha Foundation, Form 5500 (2023)
Creator: NA LEI Aloha Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NA LEI Aloha Foundation 401(k) Retirement Savings Plan

401(k) retirement plan · NA LEI Aloha Foundation's NA LEI Aloha Foundation 401(k) Retirement Savings Plan held $682K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$682K

Net assets (EOY)

$682K

Plan identifiers

NA LEI Aloha Foundation's EIN is 54-2119445.

EIN 54-2119445

Plan number 001

Plan year 2023

ACK ID 20241016024646NAL0052067216001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for NA LEI Aloha Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

NA LEI Aloha Foundation'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 NA LEI ALOHA FOUNDATION.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

NA LEI ALOHA FOUNDATION

EIN

all filings

Address

1441 KAPIOLANI BLVD STE 909 · HONOLULU, HI · 96814

Phone

(808) 942-1848

Industry

Other Services (ex. Public Admin)

Plan administrator