Plan Snapshot
- Plan Sponsor: City Mill Co., Ltd.
- Sponsor EIN: 990036090
- Sponsor Address: 660 N. NIMITZ HIGHWAY, HONOLULU, HI, 96817
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $30,635 | $2.1M | $0 |
| 2022 | 60 | $14.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| SAGEVIEW CONSULTING GROUP | Actuary | $143,616 | — | $143,616 |
| BANK OF HAWAII | Custodian / Trustee | $105,630 | — | $105,630 |
| CADES SCHUTTE LLP | ERISA Attorney | $40,634 | — | $40,634 |
| SAGEVIEW ADVISORY GROUP | Investment Advisor | $35,198 | — | $35,198 |
| KMH LLP | Auditor | $26,890 | — | $26,890 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP — Investment Advisor
- KMH LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $351,968
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 | — | — | — | — | — |
| 2023 | $207,087 | $17,599 | — | $13,445 | — |
| 2022 | $225,210 | $43,859 | — | — | $77,727 |