Original filing (PDF)20251001210848NAL0013013953001

HAWAII PLANING MILL, LTD

Name: HAWAII PLANING MILL, LTD — HPM BUILDING SUPPLY EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: HAWAII PLANING MILL, LTD

Form 5500

FILING_RECEIVED

HPM BUILDING SUPPLY EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

96% in single holding96% employer stock

Active participants

460

Accounts w/ balance

652

Plan assets (EOY)

$97.5M

Net assets (EOY)

$88.1M

How this plan invests

This plan

5 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWAII PLANING MILL, LTD.

Plan sponsor

Name

HAWAII PLANING MILL, LTD

EIN

99-0040180

Address

16-166 MELEKAHIWA ST · KEAAU, HI · 967498016

Phone

(808) 966-5621

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

PKF SAN DIEGO, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL FINANCIAL GROUP	42-0127290	—	RECORDKEEPER/BOOKKEEPER	$11K	—

Investments

5 direct securities· $96.0M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
HAWAII PLANING MILL, LTD 718,129 Shares of Common Stock	—	—	$21.4M	$92.6M	95.0%
Federated Hermes U.S. Treasury Cash Reserves Mutual Funds	—	—	$1.2M	$1.2M	1.2%
Vanguard Federal Money Market Fund Mutual Funds	—	—	$1.1M	$1.1M	1.2%
STIT Government & Agency Portfolio Mutual Funds	—	—	$1.1M	$1.1M

Related plans

Other plans using PRINCIPAL FINANCIAL GROUP

LUMEN TECHNOLOGIES, INC.

LUMEN 401(K) SAVINGS PLAN

$7.3B · 21,466 participants

DTE ENERGY CORPORATE SERVICES, LLC

DTE ENERGY COMPANY AFFILIATES EMPLOYEE BENEFIT PLANS MASTER TRUST

$4.3B

BOARD OF TRUSTEES INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL CARPENTERS PE

INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL OF CARPENTERS PENSION FUND

$1.6B · 5,712 participants

BORDER STATES INDUSTRIES, INC.

BORDER STATES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

$1.3B · 3,196 participants