Plan Snapshot
- Plan Sponsor: Alexander & Baldwin, LLC, Series T
- Sponsor EIN: 814753934
- Sponsor Address: 822 BISHOP STREET, HONOLULU, HI, 96813
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $64.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 103 | $64.7M | $1.6M | $1.4M |
| 2023 | 115 | $57.7M | $1.5M | $1.4M |
| 2022 | 120 | $52.3M | $1.8M | $1.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KMH LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KMH LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $108,950 | $16,683 | — | — | — |
| 2023 | $91,609 | $55,960 | — | — | — |
| 2022 | $104,833 | $14,043 | — | — | — |