# Finance Factors, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/finance-factors-ltd-401k-plan

> Finance Factors, Ltd.'s 401(k) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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