Back to filter
Original filing (PDF)20250708222845NAL0006893328001
ALOHA CARE
Form 5500
FILING_RECEIVED
ALOHA CARE 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
298
Accounts w/ balance
348
Plan assets (EOY)
$29.7M
Net assets (EOY)
$29.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALOHA CARE.
Plan sponsor
Name
ALOHA CARE
EIN
99-0309519
Address
1357 KAPIOLANI BLVD, SUITE G101 · HONOLULU, HI · 96814
Phone
(808) 973-0724
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FARBER HASS HURLEY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities · 1 pooled fund· $29.4M(99% 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
$27.7M
26 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Mgmt. Trust Co. Fidelity 500 Index | — | — | — | $5.9M | 19.9% | |
| Fidelity Mgmt. Trust Co. Fidelity Blue Chip Growth K | — | — | — | $5.4M | 18.1% | |
| Fidelity Mgmt. Trust Co. Fidelity OTC Portfolio | — | — | — | $4.2M | 14.2% | |
| Fidelity Mgmt. Trust Co. MFS Mid Cap Growth R3 | — | — | — | $1.8M | 6.2% | |
| Fidelity Mgmt. Trust Co. Fidelity Magellan K | — | — | — | $1.7M | 5.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.7M | 5.6% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2040 R6 | — | — | — | $1.0M | 3.5% | |
| Fidelity Mgmt. Trust Co. VRTS Mid Cap Value Equity | — | — | — | $992K | 3.3% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2055 R6 | — | — | — | $986K | 3.3% | |
| Fidelity Mgmt. Trust Co. Fidelity Intermediate Bond | — | — | — | $955K | 3.2% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2035 R6 | — | — | — | $795K | 2.7% | |
| Fidelity Mgmt. Trust Co. Fidelity Overseas K | — | — | — | $782K | 2.6% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2050 R6 | — | — | — | $756K | 2.5% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2030 R6 | — | — | — | $636K | 2.1% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2045 R6 | — | — | — | $384K | 1.3% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2025 R6 | — | — | — | $316K | 1.1% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2060 R6 | — | — | — | $256K | 0.9% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2010 R6 | — | — | — | $249K | 0.8% | |
| Investments - * Fidelity Mgmt. Trust Co. AB Small Cap Growth ** $ | — | — | — | $212K | 0.7% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2020 R6 | — | — | — | $91K | 0.3% | |
| Fidelity Mgmt. Trust Co. Fidelity Low Priced Stock K | — | — | — | $62K | 0.2% | |
| Fidelity Mgmt. Trust Co. American Funds American Mutual R4 | — | — | — | $56K | 0.2% | |
| Fidelity Mgmt. Trust Co. Fidelity US Bond Index | — | — | — | $18K | <0.1% | |
| Fidelity Mgmt. Trust Co. Fidelity International Index | — | — | — | $18K | <0.1% | |
| Fidelity Mgmt. Trust Co. CRM Mid Cap Value Fund | — | — | — | $17K | <0.1% | |
| Fidelity Mgmt. Trust Co. Allspring Special Small Cap Value Fund | — | — | — | $10K | <0.1% | |
| Fidelity Mgmt. Trust Co. PIF Small Cap R5 | — | — | — | $9K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Finance & Insurance plans
STANDARD RETIREMENT SERVICES, INC.
SHEPHERD POOLED EMPLOYER PLAN
$29.7M · 2,048 participants
TRUSTED FRATERNAL LIFE
TRUSTED FRATERNAL LIFE 401(K) PLAN
$30.1M · 109 participants
ANSAY & ASSOCIATES, LLC
ANSAY & ASSOCIATES, LLC 401(K) PLAN
$30.1M · 248 participants
DELTA DENTAL OF COLORADO
DELTA DENTAL OF COLORADO SAVINGS AND RETIREMENT PLAN
$29.3M · 233 participants
TREAN CORPORATION
TREAN CORPORATION 401(K) PLAN
$30.3M · 306 participants
LINCOLN NATIONAL LIFE INSURANCE COMPANY
LNL ABGA MONEY PURCHASE PLAN
$29.0M · 62 participants
Large plans in Hawaii
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
RETIREMENT PLAN FOR EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. AND PARTICIPATING SUBSIDIARIES
$1.9B · 2,139 participants
HAWAI'I PACIFIC HEALTH
HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN
$1.5B · 7,654 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN AND AMERICAN SAVINGS BANK 401(K) PLAN MASTER TRUST
$967.1M
BANK OF HAWAII
BANK OF HAWAII RETIREMENT SAVINGS PLAN
$819.9M · 1,861 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN
$780.7M · 2,688 participants