Filings through .
4 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Free for 7 days, then $49 a month.
$106K in admin expenses, $553 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 24 lines in all, holding $7.9M of the plan's $22.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core S&P 500 ETF BlackRock · ETF Index | $3.6M | 45.8% |
| iShares Core MSCI EAFE ETF BlackRock · ETF Index | $2.0M | 24.8% |
| Short-Term Investments: Blackrock Liquidity Funds Fedfund BlackRock · Mutual fund | $606K | 7.7% |
| iShares Core S&P Mid-Cap ETF BlackRock · ETF Index | $535K | 6.8% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF Index | $482K | 6.1% |
| iShares Core S&P Small-Cap ETF BlackRock · ETF | $236K | 3.0% |
| iShares S&P 500 Value ETF BlackRock · ETF Index | $235K | 3.0% |
| Fannie Mae Pool FN AB Manager not matched · Other | $44K | 0.6% |
| Fannie Mae Pool FN MA Manager not matched · Other | $32K | 0.4% |
| Fannie Mae Pool FN AL Manager not matched · Other | $24K | 0.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
14 more lines in this lineup are on Pro. Free for 7 days, then $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
FIRST HAWAIIAN BANK11+ years Service code 21 · EIN 99-0034327 Bank Trustee | $106,119 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
William J Reid Creative Planning Instl Consulting Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Free for 7 days, then $49 a month.
Filed January 19, 1995.
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025