Hale Makua 401(k) match, vesting and fees
What Hale Makua's 401(k) 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 | Empower Annuity Insur Co | Schedule C ↗ |
| Independent auditor | Kmh LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Hale Makua: employer contribution per participant | $1,091 | |
| Peer median | $1,468 |
| Hale Makua: average balance | $54,894 | |
| Peer median | $37,786 |
| Hale Makua: admin expenses ÷ assets | 0.71% | |
| 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 $15.3M at the end of plan year 2021 to $16.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 491 | $16.9M | $336K | $1,091 | 0.71% | Not published | Form 5500 ↗ |
| 2023 | 492 | $15.1M | $300K | $924 | 0.60% | Not published | Form 5500 ↗ |
| 2022 | 513 | $13.2M | $283K | $864 | 0.64% | Not published | Form 5500 ↗ |
| 2021 | 525 | $15.3M | $280K | $813 | 0.58% | Not published | Form 5500 ↗ |
Other Hale Makua plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Retirement Plan for Non-Bargaining Employees of Hale Makua
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.
| Independent auditor | Kmh, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Hale Makua match 401(k) contributions?
The match terms for the Hale Makua Health Services 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $336K in employer contributions, about $1,091 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hale Makua 401(k) match vested?
The vesting schedule for the Hale Makua Health Services 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hale Makua 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insur Co. The plan administrator is Hale Makua Health Services.
I left Hale Makua. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hale Makua Health Services, (808) 871-9220) or the recordkeeper, Empower Annuity Insur Co. The Hale Makua old 401(k) page lists the contacts from every plan filing. Find an old Hale Makua 401(k)
Data from the public Form 5500 annual reports Hale Makua filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Hale Makua. Not financial advice. Report a correction · Methodology