Original filing (PDF)20250127115743NAL0024180546001

ALOHA STATE REFRIGERATION & AIR CONDITIONING, INC.

Name: ALOHA STATE REFRIGERATION & AIR CONDITIONING, INC. — ALOHA STATE REFRIGERATION & AIR CONDITIONING, INC. 401K RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: ALOHA STATE REFRIGERATION & AIR CONDITIONING, INC.

Form 5500-SF

FILING_RECEIVED

ALOHA STATE REFRIGERATION & AIR CONDITIONING, INC. 401K RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALOHA STATE REFRIGERATION & AIR CONDITIONING, INC..

Plan sponsor

Name

ALOHA STATE REFRIGERATION & AIR CONDITIONING, INC.

EIN

99-0146025

Address

P.O. BOX 3260 · HONOLULU, HI · 968013260

Phone

(808) 842-0095

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-01-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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