How big is Hawaii Wealth Management, LLC's plan?

Hawaii Wealth Management, LLC's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20251009122044NAL0006566209001

Hawaii Wealth Management, LLC

Name: Hawaii Wealth Management, LLC — Hawaii Wealth, Form 5500 (2024)
Creator: Hawaii Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hawaii Wealth Management, LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Hawaii Wealth Management, LLC's Hawaii Wealth Management, LLC 401(k) Retirement Savings Plan held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Hawaii Wealth Management, LLC's EIN is 99-0360269.

EIN 99-0360269

Plan number 001

Plan year 2024

ACK ID 20251009122044NAL0006566209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hawaii Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hawaii Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAWAII WEALTH MANAGEMENT, LLC.

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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