Alii Health Center retirement plan: assets, participants and fees
What Alii Health Center's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Alii Health Center: employer contribution per participant | $2,481 | |
| Peer median | $1,468 |
| Alii Health Center: average balance | $26,956 | |
| Peer median | $37,786 |
| Alii Health Center: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.9M at the end of plan year 2023 to $4.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 185 | $4.3M | $392K | $2,481 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 131 | $3.9M | $379K | $2,891 | 0.62% | Not published | Form 5500 ↗ |
Other Alii Health Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ali'I Health Center 403(b) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | 2024 Schedule C ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Common questions
Does Alii Health Center match 401(k) contributions?
The match terms for the Ali'I Health Center 401(a) Plan have not been published from its filing yet. The plan year 2024 filing reports $392K in employer contributions, about $2,481 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alii Health Center 401(k) match vested?
The vesting schedule for the Ali'I Health Center 401(a) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alii Health Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Alii Health Center.
I left Alii Health Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Alii Health Center, (808) 394-8878) or the recordkeeper, Principal Life Insurance Company. The Alii Health Center old 401(k) page lists the contacts from every plan filing. Find an old Alii Health Center 401(k)
Data from the public Form 5500 annual reports Alii Health Center filed with the U.S. Department of Labor (plan years 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Alii Health Center. Not financial advice. Report a correction · Methodology