Plan Snapshot
- Plan Sponsor: Gay & Robinson, INC.
- Sponsor EIN: 990148233
- Sponsor Address: P.O. BOX 156, KAUMAKANI, HI, 96747
- Plan Type: DB
- Plan Number: 001
- Total Participants: 13
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 13 | $11.8M | $0 | $0 |
| 2022 | 14 | $11.5M | $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 |
|---|---|---|---|---|
| AON CONSULTING INC | Recordkeeper | $137,412 | — | $137,412 |
| BANK OF HAWAII | Other Service Provider | $56,710 | — | $56,710 |
| CADES SCHUTTE LLP | Other Service Provider | $11,013 | — | $11,013 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $205,135
- Estimated Expense Ratio: 1.742% of plan assets
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 |
|---|---|---|---|---|---|
| 2023 | $233,455 | — | $153,662 | — | — |
| 2022 | $83,937 | — | $16,440 | — | $41,361 |