Plan Snapshot
- Plan Sponsor: Goodsill Anderson Quinn & Stifel A Limited Liability Law Partnership
- Sponsor EIN: 990087157
- Sponsor Address: 999 BISHOP STREET, HONOLULU, HI, 968134440
- Plan Type: DC
- Total Participants: 93
- Total Assets: $50.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 93 | $50.1M | $650,254 | $1.1M |
| 2023 | 87 | $45.7M | $655,647 | $918,859 |
| 2022 | 90 | $40.8M | $537,409 | $995,069 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $80,158 | — | $80,158 |
| MORGAN STANLEY GLOBAL BANKING | INVESTMENT ADVISOR | $76,859 | — | $76,859 |
| CW ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- MORGAN STANLEY GLOBAL BANKING — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,017
- Estimated Expense Ratio: 0.313% 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 |
|---|---|---|---|---|---|
| 2024 | $157,017 | $76,859 | $80,158 | — | — |
| 2023 | $107,391 | $71,202 | $36,189 | — | — |
| 2022 | $97,427 | $70,307 | $27,120 | — | — |