Emerlita Rickard signed Hoaloha NA EHA. Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hoaloha NA EHA. Ltd.'s EIN is 99-0158936.
Download the official 2024 Form 5500 (PDF) for Hoaloha NA EHA. Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hoaloha NA EHA. Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $755 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY | 33-0818667 | — | SERVICE PROVIDER | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Wellington Management Wellington CIF II International Opportunities S2 | Mutual Funds | — | — | $2.1M | 16.6% | |
| Metropolitan West Funds Metropolitan West Total Return Bond Class I Mutual | Other securities | — | — | $2.0M | 15.8% | |
| State Street Global Advisors State Street S&P 500 Index Non Lending Series Clas | Common Collective Trusts | — | — | $1.4M | 11.2% | |
| Vanguard Equity Income Admiral Shares | Mutual Funds | — | — | $1.3M | 9.8% | |
| Wilmington Trust Franklin Growth Class S CIT | Common Collective Trusts | — | — | $1.1M | 8.2% | |
| PIMCO Rae US Small Institutional Class | Mutual Funds | — | — | $593K | 4.6% | |
| Carillon Family of Funds Eagle Mid Cap Growth Founders Class | Other securities | — | — | $455K | 3.6% | |
| JPMorgan JP Morgan Mid Cap Value Class L Mutual Funds | Other securities | — | — | $433K | 3.4% | |
| Hartford Funds Hartford World Bond Class R6 | Other securities | — | — | $390K | 3.0% | |
| Janus Henderson Janus Henderson Triton Class N Mutual Funds | Mutual Funds | — | — | $227K | 1.8% | |
| State Street Global Advisors State Street Russell SmallMid Cap Index Non-Lendin | Common Collective Trusts | — | — | $215K | 1.7% | |
| American Funds American Funds American Balanced Class R6 Mutual F | Mutual Funds | — | — | $72K | 0.6% | |
| Participant loans * Participants Participant Loans - Rate 6.00% - 6.50% | Bonds / Notes | — | — | $21K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
