Original filing (PDF)20251013161321NAL0002407712001

DAVID S. DE LUZ, SR., ENTERPRISES, INC.

Name: DAVID S. DE LUZ, SR., ENTERPRISES, INC. — DAVID S. DE LUZ, SR., ENTERPRISES, INC. HILO 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: DAVID S. DE LUZ, SR., ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

DAVID S. DE LUZ, SR., ENTERPRISES, INC. HILO 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID S. DE LUZ, SR., ENTERPRISES, INC..

Plan sponsor

Name

DAVID S. DE LUZ, SR., ENTERPRISES, INC.

EIN

99-0210217

Address

811 KANOELEHUA AVENUE · HILO, HI · 96720

Phone

(808) 935-2920

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

BRIDGE STREET MOTORS LLC DBA KIA

BRIDGE STREET MOTORS, LLC 401(K) PLAN

$1.7M · 28 participants

PAUL MILLER NISSAN, L.L.C.

PAUL MILLER NISSAN, LLC 401(K) PLAN

$1.7M · 48 participants

EAST TENNESSEE VEHICLE GROUP LLC

OAK RIDGE NISSAN 401(K) PLAN

$1.7M · 47 participants

MCKAMEY GATES MADISON DBA TOYOTA OF MADISON

TOYOTA OF MADISON 401(K) PROFIT SHARING PLAN

$1.7M · 24 participants

EA AUTO INC. DBA SHENANGO HONDA

APOSTOLAKIS AUTO GROUP 401(K) PLAN