Candace Tawara signed Hawaiiana Group Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hawaiiana Group Incorporated's EIN is 99-0207892.
Download the official 2024 Form 5500 (PDF) for Hawaiiana Group Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hawaiiana Group Incorporated's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 K | Mutual Funds | — | — | $2.3M | 10.0% | |
| Fidelity OTC Portfolio | Mutual Funds | — | — | $2.0M | 8.6% | |
| Fidelity Freedom 2035 K | Mutual Funds | — | — | $1.9M | 8.0% | |
| Fidelity Contrafund | Mutual Funds | — | — | $1.7M | 7.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.5M | 6.4% | |
| Fidelity Freedom 2025 K | Mutual Funds | — | — | $1.5M | 6.4% | |
| Fidelity Freedom 2040 K | Mutual Funds | — | — | $1.1M | 4.9% | |
| Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $1.1M | 4.8% | |
| Common Collective Trust-- * Fidelity Managed Income Portfolio | Common Collective Trusts | — | — | $875K | 3.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $875K | 3.8% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $835K | 3.6% | |
| Fidelity Capital Appreciation Fund | Mutual Funds | — | — | $816K | 3.5% | |
| Fidelity Freedom 2020 K | Mutual Funds | — | — | $795K | 3.4% | |
| Fidelity Freedom 2050 K | Mutual Funds | — | — | $661K | 2.8% | |
| MFS Value R3 | Mutual Funds | — | — | $644K | 2.8% | |
| Fidelity Intermediate Treasury Bond Index Fund | U.S. Treasuries | — | — | $630K | 2.7% | |
| Fidelity Freedom 2045 K | Mutual Funds | — | — | $628K | 2.7% | |
| Fidelity Freedom 2055 K | Mutual Funds | — | — | $626K | 2.7% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $562K | 2.4% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $497K | 2.1% | |
| through November 2034. | Other securities | — | — | $450K | 1.9% | |
| Fidelity Mid-Cap Stock Fund | Mutual Funds | — | — | $325K | 1.4% | |
| Fidelity Freedom 2010 K | Mutual Funds | — | — | $325K | 1.4% | |
| Fidelity Emrging Mkts | Mutual Funds | — | — | $310K | 1.3% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $275K | 1.2% | |
| PIMCO High Yield Admin | Mutual Funds | — | — | $206K | 0.9% | |
| Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $152K | 0.7% | |
| Glenmede Small Cap Equity Adv | Other securities | — | — | $139K | 0.6% | |
| PIMCO Real Rtn Bd AD | Mutual Funds | — | — | $134K | 0.6% | |
| Fidelity Freedom 2060 K | Mutual Funds | — | — | $95K | 0.4% | |
| Invesco International Growth Fund A | Mutual Funds | — | — | $78K | 0.3% | |
| Fidelity Freedom Income Fund K | Mutual Funds | — | — | $67K | 0.3% | |
| Fidelity Freedom 2065 K | Mutual Funds | — | — | $37K | 0.2% | |
| American Century Ac Large Cap Eq Inv | Other securities | — | — | $17K | <0.1% | |
| Fidelity Freedom 2015 K | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KMH LLP | 42-1539623 | — | ACCOUNTANT/AUDITOR | $13K | — |
