Original filing (PDF)20251118102852NAL0002561249001

KAUAI REGION MEDICAL GROUP

Name: KAUAI REGION MEDICAL GROUP — KAUAI REGION HEALTHCARE GROUP 401(K) PLAN, Form 5500 (2024)
Creator: KAUAI REGION MEDICAL GROUP

Form 5500-SF

FILING_RECEIVED

KAUAI REGION HEALTHCARE GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAUAI REGION MEDICAL GROUP.

Plan sponsor

Name

KAUAI REGION MEDICAL GROUP

EIN

85-1039176

Address

P.O. BOX 337 · WAIMEA, HI · 967960337

Phone

(808) 338-9420

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

CALDWELL MEMORIAL HOSPITAL, INC.

CALDWELL MEMORIAL HOSPITAL, INC. 401(K) PROFIT SHARING PLAN

$2.7M · 79 participants

ARROW ANIMAL HOSPITAL, INC.

ARROW ANIMAL HOSPITAL, INC. 401K PROFIT SHARING PLAN

$2.7M · 4 participants

MILE BLUFF MEDICAL CENTER, INC.

MILE BLUFF MEDICAL CENTER, INC. IRS 403(B) TSA PLAN

$2.7M · 41 participants

SUMMIT MEDICAL CARE, LLC

SUMMIT MEDICAL CARE LLC 401(K) PLAN

$2.7M · 4 participants

SIMPSON COMMUNITY HEALTHCARE