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Original filing (PDF)20250912151922NAL0003905666001

MAUI LAND & PINEAPPLE CO., INC.

Form 5500
FILING_RECEIVED
MAUI LAND & PINEAPPLE COMPANY, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 1
~264 bps in Sched C fees
Active participants
0
Accounts w/ balance
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
  • 264 bps in Schedule C fees — 811% above peer band of 29 bps.
  • Plan is frozen (1I) — no new benefit accrual.
  • No active participants reported but plan still holds assets.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAUI LAND & PINEAPPLE CO., INC..
Plan sponsor
Name
MAUI LAND & PINEAPPLE CO., INC.
EIN
99-0107542
Address
500 OFFICE ROAD · LAHAINA, HI · 96761
Phone
(808) 877-3351
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-12
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CW ASSOCIATES CPAS
Trustee / custodian
Trustee phone

Service providers (Schedule C)

5 rows
Other
5
NameEINLocationRelationDirect compIndirect comp
AON CONSULTING22-2232264NONE$218K
AON HEWITT INVSTMNT CONSULTANT, INC27-2436452NONE$40K
FIRST HAWAIIAN BANK99-0034327NONE$26K
CADES SCHUTESHONOLULU, HINONE$21K
CW ASSOCIATES CPAS26-1659234NONE$6K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.