Plan Snapshot
- Plan Sponsor: Alexander & Baldwin, LLC, Series T
- Sponsor EIN: 814753934
- Sponsor Address: 822 BISHOP STREET, HONOLULU, HI, 96813
- Plan Type: DC
- Total Participants: 17
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 17 | $5.3M | $0 | $0 |
| 2023 | 24 | $5.1M | $3,044 | $14,125 |
| 2022 | 27 | $6.9M | $13,585 | $60,967 |
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 | $654,565 | — | $7,523 | — | — |
| 2023 | $321,175 | — | $9,080 | — | — |
| 2022 | $14,793 | $1,320 | — | — | — |