Original filing (PDF)20250530133928NAL0022453266001

WAIPIO VALLEY TRADING CO.

Name: WAIPIO VALLEY TRADING CO. — WAIPIO VALLEY TRADING CO. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: WAIPIO VALLEY TRADING CO.

Form 5500-SF

FILING_RECEIVED

WAIPIO VALLEY TRADING CO. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAIPIO VALLEY TRADING CO..

Plan sponsor

Name

WAIPIO VALLEY TRADING CO.

EIN

99-0317703

Address

214 HOKULANI STREET, SUITE A · HILO, HI · 967201771

Phone

(808) 961-0331

Industry

Accommodation & Food Servicessee 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

2025-05-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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