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Original filing (PDF)20251009174627NAL0003795491001
KAHALA BRANDS, INC.
Form 5500
FILING_RECEIVED
KAHALA BRANDS 401(K) PLAN
401(k) retirement plan
Active participants
423
Accounts w/ balance
305
Plan assets (EOY)
$32.9M
Net assets (EOY)
$32.9M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAHALA BRANDS, INC..
Plan sponsor
Name
KAHALA BRANDS, INC.
EIN
59-3474394
Address
9311 E. VIA DE VENTURA · SCOTTSDALE, AZ · 85258
Phone
(480) 362-4304
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2A · Age/service weighted or new comparability
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
EVERS ROBINSON LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
Investments
35 direct securities · 1 pooled fund· $33.0M(100% of reported assets)
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.
Uncategorized
$32.9M
35 holdings
Common Collective Trust
$87K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP Retirement 2040 Mutual Fund | — | — | — | $4.3M | 13.0% | |
| TRP Retirement 2030 Mutual Fund | — | — | — | $4.1M | 12.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $3.4M | 10.2% | |
| Self Directed Brokerage Accounts Brokerage Account | — | — | — | $2.4M | 7.3% | |
| American Century Growth I Mutual Fund | — | — | — | $2.1M | 6.5% | |
| TRP Div Growth I Mutual Fund | — | — | — | $1.8M | 5.4% | |
| TRP Retirement 2035 Mutual Fund | — | — | — | $1.6M | 5.0% | |
| TRP Retirement 2045 Mutual Fund | — | — | — | $1.6M | 4.8% | |
| TRP Retirement 2050 Mutual Fund | — | — | — | $1.5M | 4.4% | |
| AB Concentrated Growth Mutual Fund | — | — | — | $1.4M | 4.2% | |
| JPM Equity Income R6 Mutual Fund | — | — | — | $1.1M | 3.5% | |
| TRP Retirement 2055 Mutual Fund | — | — | — | $1.1M | 3.3% | |
| JH Triton N Mutual Fund | — | — | — | $892K | 2.7% | |
| FA International Growth Z Mutual Fund | — | — | — | $607K | 1.8% | |
| Party-in- Identity of issuer, borrower, lessor, or of interest, collateral, par, or interest similar party maturity value Current value * FA Balanced Z Mutual Fund | — | — | — | $582K | 1.8% | |
| American Century Mid Cap Value R6 Mutual Fund | — | — | — | $470K | 1.4% | |
| TRP Retirement 2020 Mutual Fund | — | — | — | $441K | 1.3% | |
| FA Strat Income Z Mutual Fund | — | — | — | $437K | 1.3% | |
| Participant Loans Interest Rate 4.25-9.50% | — | — | — | $422K | 1.3% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $359K | 1.1% | |
| JPM Global Allocation Mutual Fund | — | — | — | $335K | 1.0% | |
| TRP Retirement 2025 Mutual Fund | — | — | — | $319K | 1.0% | |
| TRP Retirement 2060 Mutual Fund | — | — | — | $283K | 0.9% | |
| TRP Retirement 2005 Mutual Fund | — | — | — | $279K | 0.8% | |
| Invesco Developing Markets R6 Mutual Fund | — | — | — | $250K | 0.8% | |
| Blackrock High Yield Bond K Mutual Fund | — | — | — | $222K | 0.7% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $184K | 0.6% | |
| Fidelity International Index Mutual Fund | — | — | — | $124K | 0.4% | |
| Pioneer Strat Inc K Mutual Fund | — | — | — | $102K | 0.3% | |
| FA Stable Value Stable Value Fund | — | — | — | $94K | 0.3% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $87K | 0.3% | |
| FID Government Money Market K6 Mutual Fund | — | — | — | $58K | 0.2% | |
| J H Dev World Bond I Mutual Fund | — | — | — | $33K | <0.1% | |
| TRP Retirement 2065 Mutual Fund | — | — | — | $31K | <0.1% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $27K | <0.1% | |
| FA Total Bond Z Mutual Fund | — | — | — | $18K | <0.1% |
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