Original filing (PDF)20241015072415NAL0014190787001

HAWAII PACIFIC FOUNDATION

Name: HAWAII PACIFIC FOUNDATION — HAWAII PACIFIC FOUNDATION 401(K) PLAN, Form 5500 (2023)
Creator: HAWAII PACIFIC FOUNDATION

Form 5500

FILING_RECEIVED

HAWAII PACIFIC FOUNDATION 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

323

Accounts w/ balance

649

Plan assets (EOY)

$21.3M

Net assets (EOY)

$21.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWAII PACIFIC FOUNDATION.

Plan sponsor

Name

HAWAII PACIFIC FOUNDATION

EIN

83-0630346

Address

9720 CAPITAL COURT, STE 201 · MANASSAS, VA · 20110

Phone

(571) 669-3999

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$14K	—

Investments

1 pooled fund· $20.2M(95% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	$20.2M	94.7%

Related plans

Other plans using AMERICAN UNITED LIFE INSURANCE CO

ONEAMERICA FINANCIAL PARTNERS INC.

AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST

$506.6M · 1,607 participants

MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC.

THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO)

$394.8M · 2,981 participants

UNION HOSPITAL, INC.

UNION HEALTH 403(B)RETIREMENT PLAN

$232.8M · 3,369 participants

KODIAK GYPSUM MOUNTAIN STATES LLC

KODIAK BP 401K PLAN

$193.5M · 5,941 participants

GREGORY POOLE EQUIPMENT COMPANY