# Aloha Care 401(k) Plan
Source: https://planprovider.pro/companies/aloha-care-401k-plan

> Aloha Care&#39;s 401(k) plan: 298 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aloha Care

- **Sponsor EIN:** 990309519

- **Sponsor Address:** 1357 KAPIOLANI BLVD, SUITE G101, HONOLULU, HI, 96814

- **Plan Type:** 401(k)

- **Total Participants:** 298

- **Total Assets:** $29.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|298|$29.7M|$835,314|$1.8M|

| 2023|277|$27.2M|$767,746|$1.6M|

| 2022|269|$20.2M|$674,610|$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|

| FARBER HASS HURLEY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FARBER HASS HURLEY, LLP](https://planprovider.pro/provider/farber-hass-hurley-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|$3,742|$42|—|—|—|

| 2023|$3,917|$42|—|—|—|

| 2022|$3,831|—|—|—|—|

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