Linda Flanagan signed NA HOKU, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NA HOKU, Inc.'s EIN is 99-0081236.
Download the official 2024 Form 5500 (PDF) for NA HOKU, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NA HOKU, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GROWTH COMPANY | Mutual Funds | — | $3.2M | $5.2M | 16.4% | |
| FID 500 INDEX | Common Collective Trusts | — | $2.5M | $3.9M | 12.5% | |
| FID GOVT MMKT | Mutual Funds | — | $2.7M | $2.7M | 8.7% | |
| FID FREEDOM 2025 K | Mutual Funds | — | $1.9M | $1.9M | 6.1% | |
| FID FREEDOM 2030 K | Mutual Funds | — | $1.7M | $1.7M | 5.5% | |
| FID PURITAN | Mutual Funds | — | $1.3M | $1.4M | 4.6% | |
| FID FREEDOM 2035 K | Mutual Funds | — | $1.3M | $1.4M | 4.4% | |
| FID FREEDOM 2040 K | Mutual Funds | — | $1.2M | $1.3M | 4.1% | |
| FID FREEDOM 2020 K | Mutual Funds | — | $1.2M | $1.1M | 3.6% | |
| FID OTC PORTFOLIO | Mutual Funds | — | $610K | $1.1M | 3.5% | |
| FID FREEDOM 2045 K | Mutual Funds | — | $812K | $903K | 2.9% | |
| FID FREEDOM 2055 K | Mutual Funds | — | $801K | $890K | 2.8% | |
| FID FREEDOM 2050 K | Mutual Funds | — | $796K | $884K | 2.8% | |
| FID INTL INDEX | Mutual Funds | — | $739K | $795K | 2.5% | |
| FIDELITY GOVT INCOME | Mutual Funds | — | $838K | $754K | 2.4% | |
| FID US BOND IDX | Common Collective Trusts | — | $666K | $650K | 2.1% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $582K | 1.9% | |
| EATON LG CAP VALUE A | Other securities | — | $408K | $508K | 1.6% | |
| FID FREEDOM 2015 K | Mutual Funds | — | $407K | $395K | 1.3% | |
| FID FREEDOM 2060 K | Mutual Funds | — | $346K | $385K | 1.2% | |
| FID DIVERSIFD INTL | Mutual Funds | — | $354K | $380K | 1.2% | |
| PIMCO TOT RETURN ADM | Mutual Funds | — | $385K | $364K | 1.2% | |
| FID GROWTH STRAT | Mutual Funds | — | $227K | $306K | 1.0% | |
| ABF LG CAP VAL INV | Other securities | — | $306K | $301K | 1.0% | |
| MFS MID CAP GRTH R3 | Mutual Funds | — | $236K | $293K | 0.9% | |
| FID LOW PRICED STK | Mutual Funds | — | $330K | $293K | 0.9% | |
| FID FREEDOM 2065 K | Mutual Funds | — | $143K | $156K | 0.5% | |
| GLENMEDE SMCP EQ ADV | Other securities | — | $111K | $115K | 0.4% | |
| FID FREEDOM INC K | Mutual Funds | — | $48K | $47K | 0.1% | |
| FID FREEDOM 2010 K | Mutual Funds | — | $6K | $6K | <0.1% | |
| FID FREEDOM 2070 K | Mutual Funds | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
