How big is Makena BOAT Partners' plan?

Makena BOAT Partners' plan reported $241K in assets and 27 participants for 2024.

Original filing (PDF)20250718102042NAL0001518257001

Makena BOAT Partners

Name: Makena BOAT Partners — KAI Kanani Sailing 401(k), Form 5500 (2024)
Creator: Makena BOAT Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KAI Kanani Sailing 401(k) Plan

401(k) retirement plan · Makena BOAT Partners' KAI Kanani Sailing 401(k) Plan held $241K in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

People on this filing

Marcus Bowie signed Makena BOAT Partners' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Makena BOAT Partners' EIN is 99-0249090.

EIN 99-0249090

Plan number 001

Plan year 2024

ACK ID 20250718102042NAL0001518257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Makena BOAT Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Makena BOAT Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAKENA BOAT PARTNERS.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score