Plan Snapshot
- Plan Sponsor: Finance Factors, Ltd.
- Sponsor EIN: 990077649
- Sponsor Address: 1164 BISHOP STREET, STE 1089, HONOLULU, HI, 968132810
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $37.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 147 | $37.8M | $206,065 | $1.0M |
| 2023 | 151 | $34.6M | $229,455 | $991,443 |
| 2022 | 151 | $35.6M | $325,181 | $945,264 |
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 | $57,859 | $8,320 | $49,539 | — | — |
| 2023 | $111,333 | $7,868 | $74,774 | $28,691 | — |
| 2022 | $58,298 | $8,118 | $50,180 | — | — |