Plan Snapshot
- Plan Sponsor: Child And Family Service
- Sponsor EIN: 990073483
- Sponsor Address: 91-1841 FORT WEAVER RD, EWA BEACH, HI, 96706
- Plan Type: 401(k)
- Total Participants: 512
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 512 | $11.3M | $304,568 | $948,860 |
| 2023 | 456 | $9.6M | $272,855 | $829,295 |
| 2022 | 349 | $8.4M | $245,409 | $734,482 |
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 |
|---|---|---|---|---|
| CW ASSOCIATES, CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $32,949 | — | $32,949 | — | — |
| 2023 | $42,700 | — | $42,700 | — | — |
| 2022 | $33,071 | — | $33,071 | — | — |