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Original filing (PDF)20250805131827NAL0001871937001
AMERICAN SAVINGS BANK, F.S.B.
Form 5500
FILING_RECEIVED
AMERICAN SAVINGS BANK 401(K) PLAN
401(k) retirement plan
Signals · 1
98% in single holding
Active participants
963
Accounts w/ balance
1,395
Plan assets (EOY)
$199.2M
Net assets (EOY)
$199.2M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Plan interest in the Master Trust" is 98% of plan.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN SAVINGS BANK, F.S.B..
Plan sponsor
Name
AMERICAN SAVINGS BANK, F.S.B.
EIN
99-0253492
Address
P.O. BOX 2300 · HONOLULU, HI · 968042300
Phone
(808) 538-2405
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-05
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)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ACCUITY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPER CO, INC. | 04-2647786 | — | RECORDKEEPER | -$60K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTANT | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCUITY LLP | 20-5325889 | — | AUDITOR | $51K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUCKER HUSS | 94-3216063 | — | LEGAL | $15K | — |
Investments
2 direct securities · 1 pooled fund· $395.0M(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.
Uncategorized
$199.1M
2 holdings
Master Trust
$195.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Plan interest in the Master Trust | — | — | — | $195.9M | 98.3% | |
| HEIRS AND ASB 401K MASTER TRUST HEI, INC. AND ASB, F.S.B. · EIN 99-0208097 / PN 006 | Master Trust | — | — | $195.9M | 98.3% | |
| Participant Loans 298 loans with interest rates from 4.25% | — | — | — | $3.3M | 1.6% |