How big is MAUI United Way's plan?

MAUI United Way's plan reported $72K in assets and 9 participants for 2024.

Original filing (PDF)20250905141100NAL0017270865001

MAUI United Way

Name: MAUI United Way — Form 5500 (2024)
Creator: MAUI United Way
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MAUI United Way

401(k) retirement plan · MAUI United Way held $72K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

People on this filing

Jeeyun Lee signed MAUI United Way's 2024 Form 5500 as plan administrator.

Jeeyun Lee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

MAUI United Way's EIN is 99-0086524.

EIN 99-0086524

Plan number 001

Plan year 2024

ACK ID 20250905141100NAL0017270865001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MAUI United Way from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MAUI United Way's plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAUI UNITED WAY.

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MAUI UNITED WAY

EIN

all filings

Address

310 KAAHUMANU AVENUE, ROOM 202 · KAHULUI, HI · 96732

Phone

(808) 244-8787

Industry

Health Care & Social Assistance

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

2025-09-05

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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