Original filing (PDF)20240416181249NAL0001423073001

SUISAN GROUP, INC.

Name: SUISAN GROUP, INC. — SUISAN GROUP 401K RETIREMENT PLAN, Form 5500 (2022)
Creator: SUISAN GROUP, INC.

Form 5500

FILING_RECEIVED

SUISAN GROUP 401K RETIREMENT PLAN

401(k) retirement plan

Active participants

120

Accounts w/ balance

153

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 SUISAN GROUP, INC..

Plan sponsor

Name

SUISAN GROUP, INC.

EIN

99-0043500

Address

333 KILAUEA AVE STE 202 · HILO, HI · 967203013

Phone

(808) 969-6388

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2024-04-16

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)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$816	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	—	PENNINGTON, NJ	INVESTMENT ADVISOR	$19K	—

Other

Name	EIN	Location

Investments

1 pooled fund· $7.4M(95% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT SCA1 MASSACHUSETTS MUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000	Pooled Separate Account	$7.4M	95.3%

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