· 2022–2024 · DOL EFAST2

HALE OPIO KAUAI, INC. — SIMPLICITYHR 401(K) RETIREMENT SAVINGS PLAN FBO HALE OPIO KAUAI, INC., Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20230309121655NAL0025592306001

HALE OPIO KAUAI, INC.

Form 5500-SF

FILING_RECEIVED

SIMPLICITYHR 401(K) RETIREMENT SAVINGS PLAN FBO HALE OPIO KAUAI, INC.

401(k) retirement plan

Active participants

10

Accounts w/ balance

4

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

Plan health score

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

100

Total plan cost

n/a

Plan health

30

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALE OPIO KAUAI, INC..

Plan sponsor

Name

HALE OPIO KAUAI, INC.

EIN

99-0155279

Address

2959 UMI STREET · LIHUE, HI · 96766

Phone

(808) 245-2873

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-09

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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