Plan Snapshot
- Plan Sponsor: Cades Schutte A Limited Liability Law Partnership LLP
- Sponsor EIN: 990055190
- Sponsor Address: 1000 BISHOP STREET, SUITE 1200, HONOLULU, HI, 96813
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $112.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 125 | $112.7M | $1.8M | $1.5M |
| 2023 | 148 | $108.2M | $1.7M | $1.6M |
| 2022 | 128 | $97.1M | $1.6M | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $75,283 | — | $75,283 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $29,973 | — | $29,973 |
| KMH LLP | AUDITOR | $29,691 | — | $29,691 |
| AON CONSULTING INC | ACTUARIAL | $19,047 | — | $19,047 |
| ALPHAPOINT INC | INVESTMENT ADVISORY | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KMH LLP — AUDITOR
- AON CONSULTING INC — ACTUARIAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,994
- Estimated Expense Ratio: 0.141% 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 | $220,669 | $36,143 | — | $29,691 | — |
| 2023 | $83,566 | $10,500 | — | $8,403 | — |
| 2022 | $103,912 | $32,862 | — | — | $34,172 |