Retirement plan

MAUNALANI NURSING AND REHABILITATION CENTER 401(K) RETIREMENT PLAN

Name: MAUNALANI NURSING AND REHABILITATION CENTER - MAUNALANI NURSING AND REHABILITATION CENTER 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: MAUNALANI NURSING AND REHABILITATION CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAUNALANI NURSING AND REHABILITATION CENTER 401(K) RETIREMENT PLAN, MAUNALANI NURSING AND REHABILITATION CENTER

MAUNALANI NURSING AND REHABILITATION CENTEREIN 99-0249327Plan #002PY 2025

5113 MAUNALANI CIRCLE - HONOLULU, HI 968164019808-732-0771maunalaninursing.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$7M

+15.4% from 2024

Total participants

251

+0.4% from 2024

Average account balance

$28,914

+17.3% from 2024

Annual return

12.05%

-0.84 pp from 2024

Benchmarks

See 2,242 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort2,242 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.03M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$29K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

243

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$581K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.05%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$156

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1 year Service code 15 · EIN 13-3689044	Recordkeeping	$20,169
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166	Advisory (Plan)	$12,140
PENSION SERVICES, INC.1 year Filed as: PENSION SERVICES CORPORATION - HI13 Service code 15 · EIN 99-0262088	Recordkeeping	$2,821

Plan features & details

Pension benefit codes2E2F2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$38K

$295 / participant

Recordkeeping$38K100.0%

% of EOY assets

0.541%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RKL LLP
Auditor EIN: 232108173
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,914

$41,016-29.5%

$152,093-81.0%

$64,097-54.9%

Participation rate

93.8%

51.3%+42.4pp

77.8%+16.0pp

55.2%+38.6pp

Annual return

12.05%

39.60%-27.5pp

66.36%-54.3pp

34.64%-22.6pp

Employer contribution / active EE

$1,502

$1,342+11.9%

$4,175-64.0%

$1,891-20.6%

Participant deferral / active EE

$3,000

$1,927+55.6%

$5,451-45.0%

$3,080-2.6%

Admin fee / account holder

$156

$2,305-93.2%

$14,497-98.9%

$3,454-95.5%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Service code 15 · EIN 13-3689044

Recordkeeping

$20,169

UBS FINANCIAL SERVICES INC3 years

Service code 27 · EIN 13-2638166

Advisory (Plan)

$12,140

PENSION SERVICES, INC.1 year

Filed as: PENSION SERVICES CORPORATION - HI13

Service code 15 · EIN 99-0262088

Recordkeeping

$2,821

MAUNALANI NURSING AND REHABILITATION CENTER 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAUNALANI NURSING AND REHABILITATION CENTER 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion