Plan Snapshot
- Plan Sponsor: Dhl Mahi Staffing, LLC
- Sponsor EIN: 371860601
- Sponsor Address: 68-1400 MAUNA LANI DRIVE, KAMUELA, HI, 96743
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $12.3M
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 | 203 | $12.3M | $285,942 | $703,939 |
| 2023 | 209 | $10.0M | $300,138 | $800,452 |
| 2022 | 203 | $8.3M | $262,559 | $696,782 |
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 ADVISORY GROUP, LLC | INVESTMENT ADVISOR | $16,101 | — | $16,101 |
| KKDLY CPAS LLC | AUDITOR | $15,916 | — | $15,916 |
| KKDLY LLC | Auditor | $15,916 | — | $15,916 |
| EMPOWER ANNUITY INSURANCE CO AMERIC | RECORDKEEPER | $9,316 | — | $9,316 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | $6,203 | — | $6,203 |
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: $63,452
- Estimated Expense Ratio: 0.515% 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 | $53,799 | $16,101 | $20,752 | $15,916 | — |
| 2023 | $28,716 | $12,937 | $14,524 | — | — |
| 2022 | $38,048 | $15,177 | $22,521 | — | — |