Alii Health Center 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Alii Health Center
  • Sponsor EIN: 833321758
  • Sponsor Address: 78-6831 ALI'I DRIVE STE 418, KAILUA KONA, HI, 967405403
  • Plan Type: 403(b)
  • Total Participants: 134
  • Total Assets: $1.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024134$1.3M$0$628,174
2023133$541,078$0$469,805

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