Plan Snapshot
- Plan Sponsor: Architects Hawaii, Ltd.
- Sponsor EIN: 990076120
- Sponsor Address: 733 BISHOP STREET, SUITE 3100, HONOLULU, HI, 96813
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 71
- Total Assets: $23.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 71 | $23.1M | $0 | $0 |
| 2024 | 47 | $19.1M | $338,452 | $471,584 |
| 2023 | 41 | $16.2M | $324,198 | $449,077 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $38,170 | — | $38,170 |
| PENSION SERVICES CORPORATION | Recordkeeper | $7,802 | — | $7,802 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,972
- Estimated Expense Ratio: 0.199% 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 |
|---|---|---|---|---|---|
| 2025 | $449,453 | — | — | — | — |
| 2024 | $900,635 | — | — | — | — |
| 2023 | $1,152,349 | — | — | — | — |