Original filing (PDF)20260202150842NAL0002282402001

HAWAII OPERA THEATRE

Name: HAWAII OPERA THEATRE — HAWAII OPERA THEATRE 403(B) PLAN, Form 5500 (2024)
Creator: HAWAII OPERA THEATRE

Form 5500-SF

FILING_RECEIVED

HAWAII OPERA THEATRE 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$563K

Net assets (EOY)

$563K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWAII OPERA THEATRE.

Plan sponsor

Name

HAWAII OPERA THEATRE

EIN

99-0197758

Address

848 SOUTH BERETANIA STREET, #301 · HONOLULU, HI · 96814

Phone

(808) 596-7372

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-02-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

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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