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Original filing (PDF)20250916142527NAL0001226739001
HAWAII PLANING MILL, LTD
Form 5500
FILING_RECEIVED
HPM BUILDING SUPPLY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
581
Accounts w/ balance
656
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
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) 966-5466
Industry
Retail Tradesee all
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)
Audit & trust (Schedule H)
Auditor
PKF, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| 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.
Uncategorized
$19.7M
38 holdings
Pooled Separate Account
$117K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2035 Fund Mutual Fund | — | — | — | $5.2M | 23.7% | |
| Vanguard Target Ret 2025 Fund Mutual Fund | — | — | — | $3.2M | 14.3% | |
| Vanguard Target Ret 2045 Fund Mutual Fund | — | — | — | $2.3M | 10.4% | |
| Vanguard Target Ret 2030 Fund Mutual Fund | — | — | — | $2.3M | 10.3% | |
| Vanguard Target Ret 2020 Fund Mutual Fund | — | — | — | $1.1M | 5.0% | |
| Vanguard Target Ret 2060 Fund Mutual Fund | — | — | — | $1.0M | 4.7% | |
| Vanguard Target Ret 2050 Fund Mutual Fund | — | — | — | $928K | 4.2% | |
| Vanguard Target Ret 2055 Fund Mutual Fund | — | — | — | $911K | 4.1% | |
| Participant Loans Interest ranged from 4.25% - 9.5% -0- | — | — | — | $789K | 3.6% | |
| Vanguard 500 Index Fd Admiral Mutual Fund | — | — | — | $523K | 2.4% | |
| Vanguard Target Ret Income Fd Mutual Fund | — | — | — | $330K | 1.5% | |
| Vanguard Growth Index Fd Adm Mutual Fund | — | — | — | $273K | 1.2% | |
| American Balanced Fund R6 Mutual Fund | — | — | — | $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 | — | — | — | $110K | 0.5% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $75K | 0.3% | |
| Vanguard Financials Idx Adm Sh Mutual Fund | — | — | — | $56K | 0.3% | |
| Vanguard Sm Cap Index Fd Adm Mutual Fund | — | — | — | $51K | 0.2% | |
| Vanguard MidCap Grwth Ind Adm Mutual Fund | — | — | — | $50K | 0.2% | |
| Vanguard Small Growth Adml Mutual Fund | — | — | — | $41K | 0.2% | |
| Vanguard Real Estate Index Adm Mutual Fund | — | — | — | $34K | 0.2% | |
| American Beacon SiM Hi Yld Oppt R5 Mutual Fund | — | — | — | $33K | 0.1% | |
| Loomis Sayles Core Plus Bd N Mutual Fund | — | — | — | $29K | 0.1% | |
| Vanguard Value Index Fd Adm Mutual Fund | — | — | — | $28K | 0.1% | |
| Vanguard Mid-Cap Val Index Adm Mutual Fund | — | — | — | $23K | 0.1% | |
| JP Morgan Large Growth R6 Mutual Fund | — | — | — | $21K | <0.1% | |
| Vanguard Dev Mrkts Indx Adm Mutual Fund | — | — | — | $17K | <0.1% | |
| American EuroPacific Growth R6 Mutual Fund | — | — | — | $12K | <0.1% | |
| Vanguard Inter Term Bd Idx Adm Mutual Fund | — | — | — | $11K | <0.1% | |
| Vanguard Sm Cap Val Ind Adm Mutual Fund | — | — | — | $10K | <0.1% | |
| DFA Emerging Mkts Small Cap I Mutual Fund | — | — | — | $8K | <0.1% | |
| PIMCO Gov Money Market Admin Mutual Fund ** 536 Baird Mid Cap Fund Inst Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard FTSE Social Index Adm Mutual Fund | — | — | — | $6K | <0.1% | |
| DFA Int Core Equity Prt Inst Mutual Fund | — | — | — | $5K | <0.1% | |
| Calvert Bond Fund A Mutual Fund | — | — | — | $5K | <0.1% | |
| PIMCO Real Return Instl Mutual Fund | — | — | — | $4K | <0.1% | |
| PIMCO L-T Credit Bond Inst Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard High Yield Corp Adml Mutual Fund | — | — | — | $2K | <0.1% | |
| Calamos Global Opportunities I Mutual Fund | — | — | — | $1K | <0.1% |
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