How big is Island Wealth Management, Inc.'s plan?

Island Wealth Management, Inc.'s plan reported $2.7M in assets and 8 participants for 2025.

Original filing (PDF)20260302150939NAL0003326898001

Island Wealth Management, Inc.

Name: Island Wealth Management, Inc. — IWM Hawaii 401(k), Form 5500 (2025)
Creator: Island Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IWM Hawaii 401(k) Retirement Plan

401(k) retirement plan · Island Wealth Management, Inc.'s IWM Hawaii 401(k) Retirement Plan held $2.7M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Island Wealth Management, Inc.'s EIN is 80-0247916.

EIN 80-0247916

Plan number 001

Plan year 2025

ACK ID 20260302150939NAL0003326898001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Island Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Island Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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