How big is HALE ZEN LLC's plan?

HALE ZEN LLC's plan reported $381K in assets and 9 participants for 2024.

Original filing (PDF)20250531055936NAL0023690290001

HALE ZEN LLC

Name: HALE ZEN LLC — HALE ZEN LLC 401(k) & Profit Share, Form 5500 (2024)
Creator: HALE ZEN LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HALE ZEN LLC 401(k) & Profit Share Plan

401(k) retirement plan · HALE ZEN LLC's HALE ZEN LLC 401(k) & Profit Share Plan held $381K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

People on this filing

LISA Payne signed HALE ZEN LLC's 2024 Form 5500 as plan administrator.

LISA Payne — 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

HALE ZEN LLC's EIN is 68-0668810.

EIN 68-0668810

Plan number 001

Plan year 2024

ACK ID 20250531055936NAL0023690290001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HALE ZEN LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALE ZEN 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

HALE ZEN LLC

EIN

all filings

Address

157 KUPUOHI STREET UNIT J4 · LAHAINA, HI · 96761

Phone

(808) 870-2970

Industry

Retail Trade

Plan administrator