Original filing (PDF)20251015164002NAL0005444865001

HALE MAKUA

Name: HALE MAKUA — RETIREMENT PLAN FOR BARGAINING AND NON-BARGAINING EMPLOYEES OF HALE MAKUA, Form 5500 (2024)
Creator: HALE MAKUA

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR BARGAINING AND NON-BARGAINING EMPLOYEES OF HALE MAKUA

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$416K

Net assets (EOY)

$416K

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

/ 100

Grade A

Top-tier plan health

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. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

100

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALE MAKUA.

Plan sponsor

Name

HALE MAKUA

EIN

99-0080460

Address

472 KAULANA STREET · KAHULUI, HI · 96732

Phone

(808) 877-2761

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

KMH, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $416K(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.