Original filing (PDF)20241202142629NAL0002345392001

ALAKONA CORP.

Name: ALAKONA CORP. — ALAKONA CORPORATION DIRECT ADVISORS MASTER TRUST, Form 5500 (2023)
Creator: ALAKONA CORP.

Form 5500-SF

FILING_RECEIVED

ALAKONA CORPORATION DIRECT ADVISORS MASTER TRUST

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$291K

Net assets (EOY)

$291K

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALAKONA CORP..

Plan sponsor

Name

ALAKONA CORP.

EIN

99-0218493

Address

PO BOX 30793 · HONOLULU, HI · 96819

Phone

(808) 833-1991

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2024-12-02

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4H · Long-Term Disability

4J · Apprenticeship and Training

4Q · Other

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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