Back to filter
Original filing (PDF)20251014061922NAL0002214097001
E NOA CORPORATION
Form 5500
FILING_RECEIVED
E NOA CORPORATION 401K PLAN
401(k) retirement plan
Signals · 1
41% in single holding
Active participants
100
Accounts w/ balance
104
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "STATE ST S&P 500 IDX IX" is 41% of plan.
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E NOA CORPORATION.
Plan sponsor
Name
E NOA CORPORATION
EIN
99-0156231
Address
3015 KOAPAKA ST · SUITE B · HONOLULU, HI · 96819
Phone
(808) 593-8073
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AIG SECURITIES | — | ARCADIA, CA | ADVISOR | $0 | — |
Investments
31 direct securities · 6 pooled funds· $3.3M(98% 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.
Registered Investment Companies
$1.7M
31 holdings
Common Collective Trust
$1.6M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $1.3M | 40.1% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $251K | 7.5% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $244K | 7.3% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $131K | 3.9% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $128K | 3.8% | |
| PUTNAM SUSTAINABLE LEADERS A | Registered Investment Companies | — | — | $128K | 3.8% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $118K | 3.5% | |
| AMF GROWTH AND INCOME PORT R3 901 REGISTERED INVESTMENT COMPANY JPMORGAN CORE PLUS BOND R3 | Registered Investment Companies | — | — | $107K | 3.2% | |
| JAN HEND GLBL TECH INN S | Registered Investment Companies | — | — | $87K | 2.6% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $76K | 2.3% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $74K | 2.2% | |
| T.ROWE PRICE RETIREMENT 2010-R 620 REGISTERED INVESTMENT COMPANY FRANKLIN UTILITIES FUND A1 | Registered Investment Companies | — | — | $66K | 2.0% | |
| FIDELITY ADVISOR STR DIV INC A | Registered Investment Companies | — | — | $59K | 1.8% | |
| MASSMUTUAL SM CAP OPP R4 | Registered Investment Companies | — | — | $58K | 1.7% | |
| STATE ST CONS STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 384 | Common Collective Trust | — | — | $57K | 1.7% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $55K | 1.6% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $46K | 1.4% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $33K | 1.0% | |
| FID ADV INT CAP APP A | Registered Investment Companies | — | — | $30K | 0.9% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $30K | 0.9% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $21K | 0.6% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $19K | 0.6% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $16K | 0.5% | |
| FIDELITY ADVISOR HEALTH CARE A | Registered Investment Companies | — | — | $16K | 0.5% | |
| BNY MELLON DYNAMIC VALUE A | Registered Investment Companies | — | — | $16K | 0.5% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $11K | 0.3% | |
| FEDERATED MDT MIDCAP GROWTH A | Registered Investment Companies | — | — | $9K | 0.3% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $9K | 0.3% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $7K | 0.2% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $7K | 0.2% | |
| AMERICAN FUNDS NEW WORLD-R3 | Registered Investment Companies | — | — | $6K | 0.2% | |
| GOLDMAN SMALL CAP VALUE A | Registered Investment Companies | — | — | $5K | 0.2% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $3K | <0.1% | |
| TRANSAMERICA SHORT TERM BOND A | Registered Investment Companies | — | — | $3K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2050-R 794 REGISTERED INVESTMENT COMPANY GOLDMAN SACHS INFL PROT SEC A | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMER FUNDS NEW PERSPECTIVE-R3 | Registered Investment Companies | — | — | $2K | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Transportation & Warehousing plans
ALOHA WORLDWIDE FORWARDERS, INC.
ALOHA WORLDWIDE FORWARDERS PROFIT SHARING PLAN
$3.4M · 4 participants
REGIONAL PARAMEDICAL SERVICES
REGIONAL PARAMEDICAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST
$3.4M · 377 participants
THE SULLY CORPORATION
THE SULLY EMPLOYEES' RETIREMENT PLAN
$3.4M · 12 participants
PASSENGER BUS CORPORATION D/B/A
PASSENGER BUS CORP D/B/A NY TRAILWAYS PROFIT SHARING PLAN
$3.3M · 31 participants
VERIDA, INC.
SOUTHEASTRANS 401(K) PLAN
$3.4M · 709 participants
RIVER CITY MARKETING, INC.
RCM, INC. 401(K) PROFIT SHARING PLAN
$3.3M · 74 participants
Large plans in Hawaii
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
RETIREMENT PLAN FOR EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. AND PARTICIPATING SUBSIDIARIES
$1.9B · 2,139 participants
HAWAI'I PACIFIC HEALTH
HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN
$1.5B · 7,654 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN AND AMERICAN SAVINGS BANK 401(K) PLAN MASTER TRUST
$967.1M
BANK OF HAWAII
BANK OF HAWAII RETIREMENT SAVINGS PLAN
$819.9M · 1,861 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN
$780.7M · 2,688 participants