Original filing (PDF)20250129163333NAL0008855859001

THE ARC OF MAUI

Name: THE ARC OF MAUI — 403(B) THRIFT PLAN OF THE ARC OF MAUI, Form 5500 (2023)
Creator: THE ARC OF MAUI

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN OF THE ARC OF MAUI

401(k) retirement plan

Active participants

110

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score

/ 100

Grade B

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ARC OF MAUI.

Plan sponsor

Name

THE ARC OF MAUI

EIN

99-0109804

Address

140 N MARKET ST STE 202B · WAILUKU, HI · 967931732

Phone

(808) 242-5781

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-29

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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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