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Original filing (PDF)20250626192449NAL0009254897001
HAWAII NATIONAL BANK
Form 5500
FILING_RECEIVED
HAWAII NATIONAL BANK 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
154
Accounts w/ balance
174
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWAII NATIONAL BANK.
Plan sponsor
Name
HAWAII NATIONAL BANK
EIN
99-0104713
Address
P. O. BOX 3740 · HONOLULU, HI · 968123740
Phone
(808) 528-7711
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMTS INST OPER CO INC | 04-2647786 | — | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUEMORI AND INOUYE, INC. | 99-0242337 | — | TPA | $10K | — |
Investments
24 direct securities· $22.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Black Rock Life Path Index Retirement Fund | — | — | — | $5.2M | 22.6% | |
| Fidelity Contrafund | — | — | — | $3.5M | 15.2% | |
| Black Rock Life Path Index 2030 | — | — | — | $3.1M | 13.7% | |
| Black Rock Life Path Index 2050 | — | — | — | $1.7M | 7.3% | |
| Black Rock Life Path Index 2040 | — | — | — | $1.5M | 6.7% | |
| Fidelity 500 Index | — | — | — | $1.3M | 5.7% | |
| Black Rock Life Path Index 2055 | — | — | — | $1.0M | 4.6% | |
| Fidelity Government Money Market Fund K6 | — | — | — | $1.0M | 4.5% | |
| Black Rock Life Path Index 2035 | — | — | — | $626K | 2.7% | |
| Fidelity Small CAP K6 | — | — | — | $528K | 2.3% | |
| T. Rowe Price Small-Cap Growth Equity Fund | — | — | — | $512K | 2.2% | |
| MFS Investments MFS Value R6 | — | — | — | $505K | 2.2% | |
| Black Rock Life Path Index 2045 | — | — | — | $372K | 1.6% | |
| Fidelity International Discovery Fund | — | — | — | $304K | 1.3% | |
| Loans to participants Interest rates range from 5.25% to 10.50%, | — | — | — | $300K | 1.3% | |
| Fidelity International Index | — | — | — | $237K | 1.0% | |
| Fidelity Extended Market Index Fund | — | — | — | $227K | 1.0% | |
| American Funds AF Bond R6 | — | — | — | $219K | 1.0% | |
| DFA Securities US Small Capital Value Fund | — | — | — | $206K | 0.9% | |
| Black Rock Life Path Index 2060 Fund | — | — | — | $172K | 0.8% | |
| Black Rock Life Path Index 2065 Fund | — | — | — | $113K | 0.5% | |
| Fidelity US Bond Index | — | — | — | $81K | 0.4% | |
| PGIM Global Real Estate Fund R6 | — | — | — | $57K | 0.2% | |
| Black Rock Emerging Market Funds | — | — | — | $6K | <0.1% |