Plan Snapshot
- Plan Sponsor: Arcadia Retirement Residence
- Sponsor EIN: 990256226
- Sponsor Address: 1434 PUNAHOU STREET, HONOLULU, HI, 96822
- Plan Type: 403(b)
- Total Participants: 600
- Total Assets: $52.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 600 | $52.4M | $2.5M | $2.5M |
| 2023 | 585 | $45.4M | $2.2M | $2.4M |
| 2022 | 557 | $38.5M | $2.1M | $2.3M |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | Recordkeeper | $25,768 | — | $25,768 |
| RELIASTAR LIFE INSURANCE COMPANY | Other Service Provider | — | $6,380 | $6,380 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,148
- Estimated Expense Ratio: 0.061% of plan assets
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 | $16,204 | — | — | — | — |
| 2023 | $14,831 | — | $14,831 | — | — |
| 2022 | $2,661 | — | $2,661 | — | — |