How big is HALE Mahaolu's plan?

HALE Mahaolu's plan reported $7.3M in assets and 77 participants for 2024.

Original filing (PDF)20250717201706NAL0001273168001

HALE Mahaolu

Name: HALE Mahaolu — HALE Mahaolu Retirement Plan, Form 5500 (2024)
Creator: HALE Mahaolu
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HALE Mahaolu Retirement Plan

401(k) retirement plan · HALE Mahaolu's HALE Mahaolu Retirement Plan held $7.3M in plan assets for 77 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Anders Lyons signed HALE Mahaolu's 2024 Form 5500 as plan administrator.

Anders Lyons — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HALE Mahaolu's EIN is 99-0143109.

EIN 99-0143109

Plan number 002

Plan year 2024

ACK ID 20250717201706NAL0001273168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HALE Mahaolu from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HALE Mahaolu's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HALE MAHAOLU

EIN

all filings

Address

200 HINA AVE · KAHULUI, HI · 967321821

Phone

(808) 872-4100

Industry

Health Care & Social Assistance

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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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