Plan Snapshot
- Plan Sponsor: Dfs Group Limited
- Sponsor EIN: 943021357
- Sponsor Address: 330 ROYAL HAWAIIAN AVE STE 350, HONOLULU, HI, 96815
- Plan Type: 401(k)
- Total Participants: 990
- Total Assets: $229.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 990 | $229.8M | $3.4M | $5.1M |
| 2023 | 1,043 | $208.7M | $2.7M | $3.9M |
| 2022 | 777 | $183.1M | $2.0M | $2.7M |
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 | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KKDLY LLC — Auditor
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 | $101,478 | $71,203 | — | — | — |
| 2023 | $18,915 | $67,813 | — | — | — |
| 2022 | $1,179 | — | — | — | — |