How big is HANA Health's plan?

HANA Health's plan reported $2.7M in assets and 29 participants for 2024.

Original filing (PDF)20260112194613NAL0026603378001

HANA Health

Name: HANA Health — HANA Health 403(b) Plan, Form 5500 (2024)
Creator: HANA Health
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HANA Health 403(b) Plan

403(b) retirement plan · HANA Health's HANA Health 403(b) Plan held $2.7M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Cheryl Vasconcellos signed HANA Health's 2024 Form 5500 as plan administrator.

Cheryl Vasconcellos — 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

HANA Health's EIN is 99-0326154.

EIN 99-0326154

Plan number 001

Plan year 2024

ACK ID 20260112194613NAL0026603378001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HANA Health's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HANA HEALTH

EIN

all filings

Address

4590 HANA HWY · HANA, HI · 96713

Phone

(808) 248-7515

Industry

Outpatient Care Centers· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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