Original filing (PDF)20241126152510NAL0012737842001

KAI OLI'OLI, INC.

Name: KAI OLI'OLI, INC. — OCEAN JOY CRUISES HAWAII 401(K) PLAN, Form 5500 (2023)
Creator: KAI OLI'OLI, INC.

Form 5500-SF

FILING_RECEIVED

OCEAN JOY CRUISES HAWAII 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 KAI OLI'OLI, INC..

Plan sponsor

Name

KAI OLI'OLI, INC.

EIN

91-2193902

Address

1019 LAUIA STREET #6 · KAPOLEI, HI · 96707

Phone

(808) 678-8477

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-29

Filed

2024-11-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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