Plan Snapshot
- Plan Sponsor: Dtric Insurance Company, Limited
- Sponsor EIN: 990185322
- Sponsor Address: 1600 KAPIOLANI BLVD, HONOLULU, HI, 96814
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $22.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 72 | $22.2M | $264,227 | $794,506 |
| 2023 | 82 | $21.0M | $218,093 | $779,161 |
| 2022 | 87 | $18.4M | $222,118 | $745,537 |
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 |
|---|---|---|---|---|
| KMH LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KMH LLP — 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 | $4,770 | — | $4,770 | — | — |
| 2023 | $3,869 | — | $3,869 | — | — |
| 2022 | $5,149 | — | $5,149 | — | — |