Original filing (PDF)20251015211914NAL0002900147001

HAWAIIAN ELECTRIC INDUSTRIES, INC.

Name: HAWAIIAN ELECTRIC INDUSTRIES, INC. — HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: HAWAIIAN ELECTRIC INDUSTRIES, INC.

Form 5500

FILING_RECEIVED

HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

Late participant contributions100% in single holding

Active participants

2,688

Accounts w/ balance

3,100

Plan assets (EOY)

$780.7M

Net assets (EOY)

$780.7M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Decision-maker contacts

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

Plan sponsor

Name

HAWAIIAN ELECTRIC INDUSTRIES, INC.

EIN

99-0208097

Address

P. O. BOX 2750, AL20-FB · HONOLULU, HI · 968400001

Phone

(808) 543-4685

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2O · ESOP (non-leveraged)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INV INST OPER CO, INC.	04-2647786	—	RECORDKEEPER	-$299K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ACCUITY LLP	20-5325889	—	NONE	$91K	—
SAGEVIEW ADVISORY GROUP, LLC

Investments

1 direct security · 1 pooled fund· $780.5M(100% 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.

Master Trust

$771.2M

1 holding

Participant loans

$9.3M

1 holding

PI						% of plan
	HEIRS PLAN & ASB 401K PLAN MASTER T HEI, INC. AND ASB, F.S.B. · EIN 99-0208097 / PN 006	Master Trust	—	—	$771.2M	98.8%
	Participant Loans through 2039	Participant loans	—	—	$9.3M	1.2%

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