Back to filter
Original filing (PDF)20250626150513NAL0012660400001
MAHI PONO LLC
Form 5500-SF
FILING_RECEIVED
MAHI PONO LLC 401K PLAN
401(k) retirement plan
Active participants
83
Accounts w/ balance
108
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAHI PONO LLC.
Plan sponsor
Name
MAHI PONO LLC
EIN
83-2776421
Address
ONE MAIN PLAZA STE 400 · WAILUKU, HI · 96793
Phone
(808) 856-4516
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
KAUER FAMILY FARMS, LLC
THE KAUER FAMILY FARMS, LLC 401(K) PLAN
$3.2M · 28 participants
BEAK & SKIFF APPLE FARMS, INC.
BEAK & SKIFF APPLE FARMS, INC.
$3.3M · 134 participants
DUTCH NUTS, INC.
DUTCH NUTS, INC. PENSION PLAN & TRUST
$3.3M · 19 participants
DEPAUW FARMS
DEPAUW FARMS PROFIT SHARING PLAN
$3.3M · 8 participants
MCMULLIN ORCHARDS, INC
MCMULLIN ORCHARDS, INC 401K PLAN
$3.3M · 17 participants
GILBERT ORCHARDS, INC
GILBERT ORCHARDS INC 401(K) PLAN
$3.3M · 489 participants
Large plans in Hawaii
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
RETIREMENT PLAN FOR EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. AND PARTICIPATING SUBSIDIARIES
$1.9B · 2,139 participants
HAWAI'I PACIFIC HEALTH
HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN
$1.5B · 7,654 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN AND AMERICAN SAVINGS BANK 401(K) PLAN MASTER TRUST
$967.1M
BANK OF HAWAII
BANK OF HAWAII RETIREMENT SAVINGS PLAN
$819.9M · 1,861 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN
$780.7M · 2,688 participants
