Plan Snapshot
- Plan Sponsor: Dlmc, INC. Dba Kamaaina Healthcare Services
- Sponsor EIN: 800361238
- Sponsor Address: P. O. BOX 1238, AIEA, HI, 96701
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $1.6M
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 | 218 | $1.6M | $102,431 | $189,753 |
| 2023 | 203 | $1.4M | $101,423 | $172,788 |
| 2022 | 229 | $1.1M | $90,383 | $149,896 |
| 2021 | 178 | $998,504 | $0 | $0 |
| 2020 | 192 | $737,909 | $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 |
|---|---|---|---|---|
| DSR CPA AND CONSULTANTS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DSR CPA AND CONSULTANTS 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 | $5,530 | $5,530 | — | — | — |
| 2023 | $9,596 | $9,596 | — | — | — |
| 2022 | $4,005 | $4,005 | — | — | — |
| 2021 | $3,125 | $3,125 | — | — | — |
| 2020 | $3,500 | $3,500 | — | — | — |