Na Alii Consulting And Sales, Llc 401(k) Plan: Login, Facts & Contact Information

Na Alii Consulting And Sales, Llc 401(k) Plan Facts

Plan name
NAKUPUNA FOUNDATION FAMILY OF COMPANIES RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
NA ALII CONSULTING AND SALES, LLC
Participants
1,321 (1,367 active employees)
Former employees with a balance
334
Plan assets
$88,804,796 at Dec 31, 2024
Average account balance
$52,454 across 1,693 accounts
Employer contributions
$9,100,772 in plan year 2024 (38% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2009
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 30, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $24.3 million went into the plan in contributions, $9.10 million of it from the employer (38%).
  • $4.31 million was paid out to participants.
  • Investment and other income added $9.26 million.
  • Administrative expenses were $206,740, about $122 per account.

How the Na Alii Consulting And Sales, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019282$11.7 million$1.92 million$281,905
2020494$22.3 million$2.69 million$1.09 million
2021611$34.3 million$3.34 million$2.21 million
2022729$36.7 million$4.34 million$2.71 million
20231,008$59.8 million$6.34 million$3.06 million
20241,321$88.8 million$9.10 million$4.31 million

Na Alii Consulting And Sales, Llc 401(k) Contact Information

Phone
808-518-4753
Mailing address
251 S. 18TH STREET, SUITE 1005, ARLINGTON VA 22202
Plan sponsor
NA ALII CONSULTING AND SALES, LLC
Employer identification number (EIN)
20-1741740
Plan number
003

Questions about the Na Alii Consulting And Sales, Llc 401(k)

Does Na Alii Consulting And Sales, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $9.10 million, 38% of all contributions.

Does the Na Alii Consulting And Sales, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Na Alii Consulting And Sales, Llc 401(k) plan?

1,321 participants at the start of plan year 2024, 1,367 of them active employees, and 334 former employees who still had money in the plan.

What is the average 401(k) balance at Na Alii Consulting And Sales, Llc?

About $52,454 per account: $88.8 million in plan assets across 1,693 accounts with a balance at the end of plan year 2024.

Who manages the Na Alii Consulting And Sales, Llc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Na Alii Consulting And Sales, Llc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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