Original filing (PDF)20241015135722NAL0028660817001

ALOHA AUTO GROUP, LTD.

Name: ALOHA AUTO GROUP, LTD. — ALOHA AUTO GROUP, LTD. 401(K) PLAN, Form 5500 (2023)
Creator: ALOHA AUTO GROUP, LTD.

Form 5500

FILING_RECEIVED

ALOHA AUTO GROUP, LTD. 401(K) PLAN

401(k) retirement plan

Signals · 1

6 service providers

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALOHA AUTO GROUP, LTD..

Plan sponsor

Name

ALOHA AUTO GROUP, LTD.

EIN

94-3264088

Address

2841 N NIMITZ HWY · HONOLULU, HI · 96819

Phone

(800) 833-9000

Industry

Retail Tradesee 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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$37K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL	—	SAN DIEGO, CA	INVESTMENT ADVISOR	$15K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $0

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
GREAT-WEST TRUST DRIVE INCOME FUND GREAT-WEST TRUST COMPANY, LLC · EIN 47-7319767 / PN 111	Common Collective Trust	$0	—

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