Original filing (PDF)20250815185513NAL0014757312001

POIPU OHANA MANAGEMENT INC.

Name: POIPU OHANA MANAGEMENT INC. — POIPU OHANA MGMT. 401(K), Form 5500 (2024)
Creator: POIPU OHANA MANAGEMENT INC.

Form 5500-SF

FILING_RECEIVED

POIPU OHANA MGMT. 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POIPU OHANA MANAGEMENT INC..

Plan sponsor

Name

POIPU OHANA MANAGEMENT INC.

EIN

99-0348723

Address

5017 LAWAI RD · KOLOA, HI · 967569619

Phone

(808) 240-5315

Industry

Other Services (ex. Public Admin)see 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

2025-08-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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