Plan Snapshot
- Plan Sponsor: Chung Restaurants Of Kauai, LLC
- Sponsor EIN: 270838631
- Sponsor Address: 3-3113 KUHLO HWY., LIHUE, HI, 96766
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $770,926
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 83 | $770,926 | $0 | $81,135 |
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 |
|---|---|---|---|---|
| ADMINISTRATIVE GROUP, DBA TAG RESOU | RECORD KEEPER | $7,023 | — | $7,023 |
| TRANSAMERICA LIFE INSURANCE CO | RECORD KEEPER | $6,059 | — | $6,059 |
| COULTER & JUSTUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADMINISTRATIVE GROUP, DBA TAG RESOU — RECORD KEEPER
- TRANSAMERICA LIFE INSURANCE CO — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,082
- Estimated Expense Ratio: 1.697% 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 | $13,082 | — | — | — | — |