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Original filing (PDF)20251015002723NAL0003703521001
LANAI RESORTS, LLC
Form 5500
FILING_RECEIVED
LANAI RESORTS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
381
Accounts w/ balance
281
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANAI RESORTS, LLC.
Plan sponsor
Name
LANAI RESORTS, LLC
EIN
99-0352771
Address
733 BISHOP ST STE 1500 · HONOLULU, HI · 968134014
Phone
(808) 237-2001
Industry
Real Estatesee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ACCUITY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
27 direct securities· $18.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Smartretirement Blend 2030 R6 | — | 105,846 | — | $2.7M | 15.2% | |
| JPMorgan Smartretirement Blend 2025 R6 | — | 81,331 | — | $1.9M | 10.3% | |
| JPMorgan Smartretirement Blend 2035 R6 | — | 64,000 | — | $1.9M | 10.3% | |
| JPMorgan Smartretirement Blend 2045 R6 | — | 51,407 | — | $1.7M | 9.4% | |
| JPMorgan Smartretirement Blend 2040 R6 | — | 47,317 | — | $1.5M | 8.2% | |
| JPMorgan Smartretirement Blend 2050 R6 | — | 34,574 | — | $1.1M | 6.3% | |
| Vanguard Total Stock Market Index Adm | — | 6,951 | — | $980K | 5.4% | |
| DFA Global Allocation 60/40 I | — | 36,768 | — | $769K | 4.3% | |
| DFA Global Equity Portfolio I | — | 21,029 | — | $716K | 4.0% | |
| Vanguard Wellesley Income Admiral | — | 11,367 | — | $682K | 3.8% | |
| JPMorgan Smartretirement Blend 2020 R6 | — | 27,868 | — | $563K | 3.1% | |
| Oakmark Institutional | — | 3,632 | — | $552K | 3.1% | |
| JPMorgan Smartretirement Blend 2060 R6 | — | 19,009 | — | $487K | 2.7% | |
| T. Rowe Price Spectrum Moderate Growth Allocation | — | 10,174 | — | $395K | 2.2% | |
| Notes receivable from participants | — | — | — | $385K | 2.1% | |
| FPA Crescent | — | 8,923 | — | $359K | 2.0% | |
| JPMorgan Smartretirement Blend 2055 R6 | — | 10,501 | — | $345K | 1.9% | |
| American Global Balanced R-6 | — | 6,702 | — | $246K | 1.4% | |
| DFA Global Allocation 25/75 DFA I | — | 17,471 | — | $240K | 1.3% | |
| American Funds Bond Fund Of America R6 | — | 15,544 | — | $173K | 1.0% | |
| Vanguard Extended Market Index Admiral | — | 1,058 | — | $152K | 0.8% | |
| Vanguard Federal Money Market Investor | — | 143,375 | — | $143K | 0.8% | |
| JPMorgan Smartretirement Blend Inc R6 | — | 1,833 | — | $33K | 0.2% | |
| MFS Intl Diversification R6 | — | 802 | — | $18K | 0.1% | |
| Vanguard Short-Term Bond Index Admiral | — | 1,788 | — | $18K | 0.1% | |
| DFA Emerging Markets Portfolio Instl | — | 507 | — | $14K | <0.1% | |
| PGIM Global Real Estate Z | — | 483 | — | $9K | <0.1% |
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