# Dtric Insurance Company, Limited 401(k) Plan
Source: https://planprovider.pro/companies/dtric-insurance-company-limited-401k-plan

> Dtric Insurance Company, Limited&#39;s 401(k) plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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- [Hawaii Employers' Mutual Insurance Company Aka Hemic](https://planprovider.pro/companies/hawaii-employers-mutual-insurance-company-aka-hemic-401k-plan) — 118 participants

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