Original filing (PDF)20250115120034NAL0043835250001

ISLAND WEALTH MANAGEMENT, INC.

Name: ISLAND WEALTH MANAGEMENT, INC. — IWM HAWAII 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: ISLAND WEALTH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

IWM HAWAII 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISLAND WEALTH MANAGEMENT, INC..

Plan sponsor

Name

ISLAND WEALTH MANAGEMENT, INC.

EIN

80-0247916

Address

500 ALA MOANA BLVD., SUITE 7-417 · HONOLULU, HI · 96813

Phone

(808) 525-7200

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2025-01-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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