Plan Snapshot
- Plan Sponsor: Aqua Engineers, INC.
- Sponsor EIN: 990202762
- Sponsor Address: 3560 KOLOA ROAD, KALAHEO, HI, 967419160
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 91 | $16.8M | $419,703 | $747,148 |
| 2023 | 90 | $15.0M | $370,892 | $769,540 |
| 2022 | 96 | $12.5M | $316,956 | $690,187 |
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 |
|---|---|---|---|---|
| N&K CPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- N&K CPAS, INC. — 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 | $15,698 | — | $15,698 | — | — |
| 2023 | $13,410 | — | $13,410 | — | — |
| 2022 | $14,509 | — | $14,509 | — | — |