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Original filing (PDF)20251010154747NAL0018428498001
HAWAIIAN AIRLINES INC.
Form 5500
FILING_RECEIVED
HAWAIIAN AIRLINES, INC. PILOTS' 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,159
Accounts w/ balance
1,272
Plan assets (EOY)
$695.6M
Net assets (EOY)
$695.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWAIIAN AIRLINES INC..
Plan sponsor
Name
HAWAIIAN AIRLINES INC.
EIN
99-0042880
Address
3375 KOAPAKA STREET SUITE G-350 · HONOLULU, HI · 96819
Phone
(808) 835-3762
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $68K | — |
| CURCIO WEBB LLC | — | OAKLAND, CA | NONE | $21K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $17K | — |
Investments
12 direct securities · 13 pooled funds· $695.6M(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
$391.0M
12 holdings
Common Collective Trust
$304.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various Self-Directed Brokerage Accounts | — | — | — | $133.6M | 19.2% | |
| Vanguard Institutional Index Registered Investment Company Fund | — | — | — | $91.9M | 13.2% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $48.5M | 7.0% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $46.4M | 6.7% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $45.8M | 6.6% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $43.9M | 6.3% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $37.2M | 5.4% | |
| Vanguard US Growth Registered Investment Company Fund | — | — | — | $28.8M | 4.1% | |
| Vanguard Windsor II Fund Registered Investment Company Fund | — | — | — | $26.9M | 3.9% | |
| Vanguard Extended Market Index Registered Investment Company Fund | — | — | — | $26.3M | 3.8% | |
| THE VANGUARD RETIREMENT SAVINGS TRS VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $25.1M | 3.6% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $20.3M | 2.9% | |
| Hood River Small-Cap Growth Registered Investment Company Fund | — | — | — | $19.2M | 2.8% | |
| Vanguard Total Bond Market Index Registered Investment Company Fund | — | — | — | $16.8M | 2.4% | |
| Vanguard Developed Markets Index Registered Investment Company Fund | — | — | — | $13.6M | 1.9% | |
| MFS International Equity Registered Investment Company Fund | — | — | — | $13.4M | 1.9% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $13.2M | 1.9% | |
| WESTERN ASSET CORE PLUS BOND R1 WILMINGTON TRUST · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $8.4M | 1.2% | |
| Vanguard International Value Fund Registered Investment Company Fund | — | — | — | $7.5M | 1.1% | |
| Carillon Chartwell Small Cap Value Registered Investment Company Fund | — | — | — | $7.5M | 1.1% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $6.5M | 0.9% | |
| Participant loans Rates from 4.25% to 12.5% -0- | — | — | — | $5.6M | 0.8% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.5% | |
| THE VANGUARD TARGET RETIRE INC TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.5% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.4% |