LILI'UOKALANI TRUST 401(K) PLAN
- Address: 1100 ALAKEA ST STE 1100,HONOLULU,HI
- Contact person: ROSALYN BANTOLINA
- Phone: (808) 203-6150
LILI'UOKALANI TRUST 401(K) PLAN has the following features:
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
At the end of 2022, the total retirement plan assets of LILI'UOKALANI TRUST 401(K) PLAN is $16,863,174.00.This plan was established in 2005.
At the end of 2022, the total number of retirement plan participants in LILI'UOKALANI TRUST 401(K) PLAN is 221
In 2022, the average participant retirement account value for LILI'UOKALANI TRUST 401(K) PLAN is $76,303.00
In 2022, the estimated average employee contribution amount per participant for LILI'UOKALANI TRUST 401(K) PLAN is $4,847.00
In 2022, the estimated average employer match for an employee in LILI'UOKALANI TRUST 401(K) PLAN is approximately $3,035.00
In 2022, LILI'UOKALANI TRUST 401(K) PLAN allocates $670,751.00 to match its employees' contributions, providing an employer match rate of 63.76% of their contributions
In 2022, the total retirement plan asset growth rate of LILI'UOKALANI TRUST 401(K) PLAN is -9.76%
In 2022, the estimated aggregate retirement account investment gain/loss for LILI'UOKALANI TRUST 401(K) PLAN is -15.91%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of LILI'UOKALANI TRUST 401(K) PLAN is 0.05%.
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