How big is Tony Hawaii, LLC's plan?

Tony Hawaii, LLC's plan reported $37.4M in assets and 474 participants for 2024.

Original filing (PDF)20250902211444NAL0025004048001

Tony Hawaii, LLC

Name: Tony Hawaii, LLC — Tony Hawaii, LLC and Affiliates, Form 5500 (2024)
Creator: Tony Hawaii, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings

401(k) retirement plan · Tony Hawaii, LLC's Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings held $37.4M in plan assets for 474 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

474

Accounts w/ balance

578

Plan assets (EOY)

$37.4M

Net assets (EOY)

$37.4M

People on this filing

Gayle Tom signed Tony Hawaii, LLC's 2024 Form 5500 as plan administrator.

Gayle Tom — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tony Hawaii, LLC's EIN is 99-0223623.

EIN 99-0223623

Plan number 002

Plan year 2024

ACK ID 20250902211444NAL0025004048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tony Hawaii, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tony Hawaii, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TONY HAWAII, LLC.

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How this plan invests

This plan

35 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

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (4th percentile).

Plan sponsor

Name

TONY HAWAII, LLC

EIN

all filings

Address

94 1299 KA UKA BOULEVARD · WAIPAHU, HI · 96797

Phone

(808) 680-7192

Industry

Retail Trade

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

2025-09-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$89K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$11K	—

Accountant / Auditor

Investments

35 direct securities· $35.6M(95% of reported assets)

Other securities

$22.3M

18 holdings

Common Collective Trusts

$8.1M

6 holdings

Mutual Funds

$4.4M

9 holdings

Bonds / Notes

$705K

1 holding

Common Stocks

$87K

1 holding

					% of plan
Registered investment companies T. Rowe Price Retirement I 2030 Fund I Class	Other securities	—	—	$3.7M	10.0%
T. Rowe Price Retirement I 2025 Fund I Class	Other securities	—	—	$3.1M	8.4%
T. Rowe Price Retirement I 2040 Fund I Class	Other securities	—	—	$3.1M	8.3%
Fidelity Investments 500 Index Fund	Common Collective Trusts	—	—	$2.6M	7.0%
Fidelity Investments Contrafund K6	Mutual Funds	—	—	$2.4M	6.4%
T. Rowe Price Retirement I 2035 Fund I Class	Other securities	—	—	$2.4M	6.4%
Vanguard Information Technology Index Fund	Common Collective Trusts	—	—	$2.3M	6.1%
T. Rowe Price Retirement I 2050 Fund I Class	Other securities	—	—	$2.0M	5.3%
T. Rowe Price Retirement I 2045 Fund I Class	Other securities	—	—	$1.8M	4.8%
T. Rowe Price Retirement I 2055 Fund I Class	Other securities	—	—	$1.7M	4.5%
Vanguard Balanced Index Fund	Common Collective Trusts	—	—	$1.3M	3.4%
T. Rowe Price Retirement I 2015 Fund I Class	Other securities	—	—	$1.1M	3.1%
T. Rowe Price Retirement I 2005 Fund I Class	Other securities	—	—	$1.1M	2.9%
T. Rowe Price Retirement I 2060 Fund I Class	Other securities	—	—	$1.0M	2.7%
Fidelity Investments Extended Market Index Fund	Common Collective Trusts	—	—	$933K	2.5%
Fidelity Investments International Index Fund	Common Collective Trusts	—	—	$766K	2.0%
to 9.50%; maturing through October 2033	Bonds / Notes	—	—	$705K	1.9%
Dodge & Cox Income Fund Class I	Mutual Funds	—	—	$591K	1.6%
Cash and cash equivalents * Fidelity Investments Government Money Market Fund	Mutual Funds	—	—	$524K	1.4%
Fidelity Investments Select Health Care Portfolio	Mutual Funds	—	—	$421K	1.1%
T. Rowe Price Retirement I 2065 Fund I Class	Other securities	—	—	$378K	1.0%
Eaton Vance Atlanta Capital SMID-Cap Fund	Other securities	—	—	$340K	0.9%
American Funds New World Fund Class R6	Mutual Funds	—	—	$271K	0.7%
Fidelity Investments U.S. Bond Index Fund	Common Collective Trusts	—	—	$268K	0.7%
Cohen & Steers Realty Shares Fund Class L	Other securities	—	—	$229K	0.6%
Victory Sycamore Established Value Fund Class R	Other securities	—	—	$132K	0.4%
American Funds New Perspective Fund Class R6	Mutual Funds	—	—	$115K	0.3%
Victory Sycamore Small Company Opportunity Fund Class R	Common Stocks	—	—	$87K	0.2%
Oakmark International Fund Investor Class	Other securities	—	—	$83K	0.2%
T. Rowe Price Retirement I 2010 Fund I Class	Other securities	—	—	$81K	0.2%
Janus Henderson Balanced Fund Class N	Mutual Funds	—	—	$43K	0.1%
Vanguard Wellesley Income Fund Admiral	Mutual Funds	—	—	$23K	<0.1%
Wasatch Small Cap Growth Fund	Other securities	—	—	$22K	<0.1%
First Eagle Global Fund Class R6	Other securities	—	—	$21K	<0.1%
Fidelity Investments High Income Fund	Mutual Funds	—	—	$19K	<0.1%