Original filing (PDF)20241015180812NAL0049276528001

HALE MAKUA

Name: HALE MAKUA — RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES OF HALE MAKUA, Form 5500 (2023)
Creator: HALE MAKUA

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES OF HALE MAKUA

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

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· $0

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.

			% of plan
HALE MAKUA MASTER TRUST HALE MAKUA · EIN 99-0080460 / PN 005	Master Trust	$0	—

1–1 of 1

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