Original filing (PDF)20251024174216NAL0001896099001

INSTITUTE FOR NATIVE PACIFIC

Name: INSTITUTE FOR NATIVE PACIFIC — INSTITUTE FOR NATIVE PACIFIC EDUCATION AND CULTURE 403(B) PLAN, Form 5500 (2024)
Creator: INSTITUTE FOR NATIVE PACIFIC

Form 5500

FILING_RECEIVED

INSTITUTE FOR NATIVE PACIFIC EDUCATION AND CULTURE 403(B) PLAN

401(k) retirement plan

Signals · 1

33% in single holding

Active participants

109

Accounts w/ balance

105

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

How this plan invests

This plan

15 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTITUTE FOR NATIVE PACIFIC.

Plan sponsor

Name

INSTITUTE FOR NATIVE PACIFIC

EIN

99-0315193

Address

91-1010 SHANGRILA STREET, SUITE · KAPOLEI, HI · 96707

Phone

(808) 693-7222

Industry

Health Care & Social Assistancesee 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

2025-10-24

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

2J · 401(k) feature

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$1K	—

Investments

15 direct securities· $1.1M(92% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Mutual of America MoA Clear Passage 2030 Fund	—	—	—	$362K	30.1%
Mutual of America MoA Clear Passage 2035 Fund	—	—	—	$146K	12.1%
Mutual of America MoA Clear Passage 2060 Fund	—	—	—	$121K	10.1%
Mutual of America MoA Clear Passage 2050 Fund	—	—	—	$120K	10.0%

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