Original filing (PDF)20251219183428NAL0010586384001

KEIKI O KA AINA 501C3 RETIREMENT PLAN

Name: KEIKI O KA AINA 501C3 RETIREMENT PLAN — KEIKI O KA 'AINA 501C3 RETIREMENT PLAN, Form 5500 (2024)
Creator: KEIKI O KA AINA 501C3 RETIREMENT PLAN

Form 5500-SF

FILING_RECEIVED

KEIKI O KA 'AINA 501C3 RETIREMENT PLAN

403(b) retirement plan

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEIKI O KA AINA 501C3 RETIREMENT PLAN.

Plan sponsor

Name

KEIKI O KA AINA 501C3 RETIREMENT PLAN

EIN

99-0327534

Address

3097 KALIHI ST · HONOLULU, HI · 96819

Phone

(808) 843-2502

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-12-19

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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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