Original filing (PDF)20250905141100NAL0017270865001

MAUI UNITED WAY

Name: MAUI UNITED WAY — Form 5500 (2024)
Creator: MAUI UNITED WAY

Form 5500-SF

FILING_RECEIVED

MAUI UNITED WAY

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAUI UNITED WAY.

Plan sponsor

Name

MAUI UNITED WAY

EIN

99-0086524

Address

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

Phone

(808) 244-8787

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

2025-09-05

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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