Y. Hata & Company, Limited 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024, when $20.4 million was transferred out of the plan. Assets moved to the AON POOLED EMPLOYER PLAN (sponsored by AON CONSULTING, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Y. Hata & Company, Limited 401(k) Plan Facts (plan year 2024)

Plan name
Y. HATA & COMPANY, LIMITED PROFIT-SHARING AND 401(K) RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
Y. HATA & COMPANY, LIMITED
Participants
566
Former employees with a balance
0
Employer contributions
$129,606 in plan year 2024 (13% of all contributions)
Recordkeeper
Empower Annuity Insurance Co
Plan year
Jul 1, 2024 – Dec 1, 2024
Plan established
Jan 1, 1995
✓ 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 (Jul 1, 2024 – Dec 1, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.04 million went into the plan in contributions, $129,606 of it from the employer (13%).
  • $741,585 was paid out to participants.
  • Investment and other income added $1.43 million.

How the Y. Hata & Company, Limited 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019424$13.4 million$178,508$877,104
2020441$15.2 million—$2.54 million
2021458$13.4 million$202,293$1.34 million
2022503$15.6 million$267,660$1.30 million
2023542$18.7 million$298,702$1.35 million
2024 (final)566$0$129,606$741,585

Y. Hata & Company, Limited 401(k) Contact Information

Phone
808-447-4100
Mailing address
285 SAND ISLAND ACCESS ROAD, HONOLULU HI 968192227
Plan sponsor
Y. HATA & COMPANY, LIMITED
Employer identification number (EIN)
99-0039840
Plan number
003

Questions about the Y. Hata & Company, Limited 401(k)

Is the Y. Hata & Company, Limited 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the AON POOLED EMPLOYER PLAN.

Does Y. Hata & Company, Limited contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $129,606, 13% of all contributions.

Does the Y. Hata & Company, Limited 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Y. Hata & Company, Limited 401(k) plan?

566 participants at the start of plan year 2024.

Who manages the Y. Hata & Company, Limited 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE CO) is the plan's recordkeeper, which is where participants log in to see their balance.

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