# C.S. Wo & Sons, LLC 401(k) Plan
Source: https://planprovider.pro/companies/c-s-wo-sons-llc-401k-plan

> C.S. Wo & Sons, LLC's 401(k) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** C.S. Wo & Sons, LLC

- **Sponsor EIN:** 990063065

- **Sponsor Address:** 702 S. BERETANIA STREET, HONOLULU, HI, 96813

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

- **Total Participants:** 195

- **Total Assets:** $33.5M

## 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|195|$33.5M|$111,980|$673,612|

| 2023|188|$30.3M|$110,382|$667,114|

| 2022|181|$25.3M|$111,197|$687,566|

## 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|

| KKDLY LLC|Auditor|$24,300|—|$24,300|

### Verified Provider Profiles

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

- [KKDLY LLC](https://planprovider.pro/provider/kkdly-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,300

- **Estimated Expense Ratio:** 0.073% 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|$124,018|$84,848|—|$24,300|—|

| 2023|$77,699|$55,647|—|$15,812|—|

| 2022|$73,326|$73,326|—|—|—|

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- [Infinium Interiors INC.](https://planprovider.pro/companies/infinium-interiors-inc-401k-plan) — 12 participants

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