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Original filing (PDF)20260115154229NAL0016556433001
WEBCO HAWAII, INC
Form 5500
FILING_RECEIVED
401(K) PLAN OF WEBCO HAWAII, INC
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
115
Accounts w/ balance
134
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: GALLIARD RETIREMENT INCOME FUND (extraction pending)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBCO HAWAII, INC.
Plan sponsor
Name
WEBCO HAWAII, INC
EIN
99-0115969
Address
2840 MOKUMOA STREET · HONOLULU, HI · 96819
Phone
(808) 839-4551
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
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)
Audit & trust (Schedule H)
Auditor
CHOO, OSADA, AND LEE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
Investments
1 pooled fund· $142K(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD RETIREMENT INCOME FD FEE GREAT GRAY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $142K | 2.3% |
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