Arthur Y. Mori & Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Arthur Y. Mori & Associates, INC.
  • Sponsor EIN: 990112411
  • Sponsor Address: 1314 S KING ST STE 955, HONOLULU, HI, 968141944
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $2.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$2.6M$27,948$67,662
20236$2.2M$25,891$67,628
20226$1.9M$22,709$61,270

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