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Original filing (PDF)20250722144447NAL0003305264001
BANK OF HAWAII
Form 5500
FILING_RECEIVED
BANK OF HAWAII RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,861
Accounts w/ balance
3,036
Plan assets (EOY)
$819.9M
Net assets (EOY)
$819.9M
How this plan invests
This plan
14 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BANK OF HAWAII.
Plan sponsor
Name
BANK OF HAWAII
EIN
99-0033900
Address
HUMAN RESOURCES - BENEFITS · 130 MERCHANT ST · HONOLULU, HI · 968134405
Phone
(888) 643-3888
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Name
BANK OF HAWAII
EIN
99-0033900
City
HONOLULU, HI
Phone
(888) 643-3888
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | 23-2811930 | — | NONE | $353K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $167K | — |
| MERCER INVESTMENT LLC | 30-0282430 | — | NONE | $104K | — |
Investments
14 direct securities · 14 pooled funds· $828.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$546.2M
14 holdings
Common Collective Trust
$281.9M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Plus 366,654 | — | — | — | $175.6M | 21.4% | |
| Vanguard Wellington Admiral Fund 1,180,704 | — | — | — | $87.3M | 10.6% | |
| Vanguard Windsor Fund 790,479 | — | — | — | $55.8M | 6.8% | |
| VANGUARD RET SAV TRUST III VANGUARD GROUP, INC. · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $54.9M | 6.7% | |
| Vanguard Total Bond Market Index Fund 4,781,208 | — | — | — | $45.3M | 5.5% | |
| VANGUARD TGT RETIRE 2035 TR II VANGUARD GROUP, INC. · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $38.8M | 4.7% | |
| Vanguard Extend Market Index Fund 250,386 | — | — | — | $36.1M | 4.4% | |
| Vanguard Total Institutional Stk Index Instit 272,060 | — | — | — | $34.5M | 4.2% | |
| Vanguard U.S. Growth Fund 179,368 | — | — | — | $33.2M | 4.0% | |
| VANGUARD TGT RETIRE 2030 TR II VANGUARD GROUP, INC. · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $32.9M | 4.0% | |
| VANGUARD TGT RETIRE 2025 TR II VANGUARD GROUP, INC. · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $32.0M | 3.9% | |
| (In Dollars) December 31, 2024 Number of Description Shares/Units Cost Current Value Common Stock * Bank of Hawaii Corporation Common Stock 387,160 | — | — | — | $27.6M | 3.4% | |
| VANGUARD TGT RETIRE 2045 TR II VANGUARD GROUP, INC. · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $23.4M | 2.9% | |
| VANGUARD TGT RETIRE 2040 TR II VANGUARD GROUP, INC. · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $22.9M | 2.8% | |
| Vanguard International Growth Fund 214,723 | — | — | — | $21.8M | 2.7% | |
| VANGUARD TGT RETIRE 2050 TR II VANGUARD GROUP, INC. · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $17.0M | 2.1% | |
| VANGUARD TGT RETIRE 2055 TR II VANGUARD GROUP, INC. · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $14.8M | 1.8% | |
| VANGUARD TGT RETIRE 2020 TR II VANGUARD GROUP, INC. · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $14.5M | 1.8% | |
| Vanguard WB SmMidCapGr Class I 343,875 | — | — | — | $9.6M | 1.2% | |
| Vanguard Target Retirement Income Trust II 210,451 | — | — | — | $9.5M | 1.2% | |
| VANGUARD TGT RETIRE INC TR II VANGUARD GROUP, INC. · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $9.5M | 1.2% | |
| VANGUARD TGT RETIRE 2060 TR II VANGUARD GROUP, INC. · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $9.3M | 1.1% | |
| PRUDENTIAL CORE PL BOND 5 PRUDENTIAL · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $9.1M | 1.1% | |
| Notes Receivable from Participants Notes receivable from participants - interest rates ranging from 4.25% to 9.50% | — | — | — | $6.0M | 0.7% | |
| (In Dollars) December 31, 2024 Number of Description Shares/Units Cost Current Value Mutual Funds * Transamerica Small/ Mid Cap Value R6 133,048 | — | — | — | $3.7M | 0.5% | |
| VANGUARD TGT RETIRE 2065 TR II VANGUARD GROUP, INC. · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.3% | |
| VANGUARD TGT RETIRE 2070 TR II VANGUARD GROUP, INC. · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $302K | <0.1% | |
| Vanguard Federal Money Market Fund 183,908 | — | — | — | $184K | <0.1% |