How big is Hawaii Planing Mill, Ltd.'s plan?

Hawaii Planing Mill, Ltd.'s plan reported $22.1M in assets and 581 participants for 2024.

Original filing (PDF)20250916142527NAL0001226739001

Hawaii Planing Mill, Ltd.

Name: Hawaii Planing Mill, Ltd. — HPM Building Supply, Form 5500 (2024)
Creator: Hawaii Planing Mill, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

HPM Building Supply 401(k) Plan

401(k) retirement plan · Hawaii Planing Mill, Ltd.'s HPM Building Supply 401(k) Plan held $22.1M in plan assets for 581 participants in 2024, with John Hancock as recordkeeper.

Active participants

581

Accounts w/ balance

656

Plan assets (EOY)

$22.1M

Net assets (EOY)

$22.1M

People on this filing

Jason Fujimoto signed Hawaii Planing Mill, Ltd.'s 2024 Form 5500 as plan administrator.

Jason Fujimoto — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hawaii Planing Mill, Ltd.'s EIN is 99-0040180.

EIN 99-0040180

Plan number 004

Plan year 2024

ACK ID 20250916142527NAL0001226739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hawaii Planing Mill, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hawaii Planing Mill, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAWAII PLANING MILL, LTD.

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How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

HAWAII PLANING MILL, LTD

EIN

all filings

Address

16-166 MELEKAHIWA ST · KEAAU, HI · 967498016

Phone

(808) 966-5466

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

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)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RETAINED BY EMPLOYER	$102K	—

Investments

38 direct securities · 1 pooled fund· $19.8M(90% 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.

Mutual Funds

$18.0M

26 holdings

Bonds / Notes

$789K

1 holding

Common Collective Trusts

$590K

3 holdings

Other securities

$299K

6 holdings

Pooled Separate Account

$117K

1 holding

U.S. Treasuries

$8K

2 holdings

					% of plan
Vanguard Target Ret 2035 Fund Mutual Fund	Mutual Funds	—	—	$5.2M	23.7%
Vanguard Target Ret 2025 Fund Mutual Fund	Mutual Funds	—	—	$3.2M	14.3%
Vanguard Target Ret 2045 Fund Mutual Fund	Mutual Funds	—	—	$2.3M	10.4%
Vanguard Target Ret 2030 Fund Mutual Fund	Mutual Funds	—	—	$2.3M	10.3%
Vanguard Target Ret 2020 Fund Mutual Fund	Mutual Funds	—	—	$1.1M	5.0%
Vanguard Target Ret 2060 Fund Mutual Fund	Mutual Funds	—	—	$1.0M	4.7%
Vanguard Target Ret 2050 Fund Mutual Fund	Mutual Funds	—	—	$928K	4.2%
Vanguard Target Ret 2055 Fund Mutual Fund	Mutual Funds	—	—	$911K	4.1%
Participant Loans Interest ranged from 4.25% - 9.5% -0-	Bonds / Notes	—	—	$789K	3.6%
Vanguard 500 Index Fd Admiral Mutual Fund	Common Collective Trusts	—	—	$523K	2.4%
Vanguard Target Ret Income Fd Mutual Fund	Mutual Funds	—	—	$330K	1.5%
Vanguard Growth Index Fd Adm Mutual Fund	Mutual Funds	—	—	$273K	1.2%
American Balanced Fund R6 Mutual Fund	Other securities	—	—	$204K	0.9%
NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125	Pooled Separate Account	—	—	$117K	0.5%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$110K	0.5%
Dodge & Cox Stock Fund Mutual Fund	Mutual Funds	—	—	$75K	0.3%
Vanguard Financials Idx Adm Sh Mutual Fund	Common Collective Trusts	—	—	$56K	0.3%
Vanguard Sm Cap Index Fd Adm Mutual Fund	Mutual Funds	—	—	$51K	0.2%
Vanguard MidCap Grwth Ind Adm Mutual Fund	Mutual Funds	—	—	$50K	0.2%
Vanguard Small Growth Adml Mutual Fund	Mutual Funds	—	—	$41K	0.2%
Vanguard Real Estate Index Adm Mutual Fund	Mutual Funds	—	—	$34K	0.2%
American Beacon SiM Hi Yld Oppt R5 Mutual Fund	Other securities	—	—	$33K	0.1%
Loomis Sayles Core Plus Bd N Mutual Fund	Other securities	—	—	$29K	0.1%
Vanguard Value Index Fd Adm Mutual Fund	Mutual Funds	—	—	$28K	0.1%
Vanguard Mid-Cap Val Index Adm Mutual Fund	Mutual Funds	—	—	$23K	0.1%
JP Morgan Large Growth R6 Mutual Fund	Other securities	—	—	$21K	<0.1%
Vanguard Dev Mrkts Indx Adm Mutual Fund	Mutual Funds	—	—	$17K	<0.1%
American EuroPacific Growth R6 Mutual Fund	Other securities	—	—	$12K	<0.1%
Vanguard Inter Term Bd Idx Adm Mutual Fund	Common Collective Trusts	—	—	$11K	<0.1%
Vanguard Sm Cap Val Ind Adm Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
DFA Emerging Mkts Small Cap I Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
PIMCO Gov Money Market Admin Mutual Fund ** 536 Baird Mid Cap Fund Inst Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Vanguard FTSE Social Index Adm Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
DFA Int Core Equity Prt Inst Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Calvert Bond Fund A Mutual Fund	U.S. Treasuries	—	—	$5K	<0.1%
PIMCO Real Return Instl Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
PIMCO L-T Credit Bond Inst Mutual Fund	U.S. Treasuries	—	—	$4K	<0.1%
Vanguard High Yield Corp Adml Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Calamos Global Opportunities I Mutual Fund	Other securities	—	—	$1K	<0.1%