# Hale Makua 401(k) Plan
Source: https://planprovider.pro/companies/hale-makua-990080460-005

> Hale Makua's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hale Makua

- **Sponsor EIN:** 990080460

- **Sponsor Address:** 472 KAULANA STREET, KAHULUI, HI, 96732

- **Plan Type:** 401(k)

- **Plan Number:** 005

- **Total Participants:** 0

- **Total Assets:** $416,279

## 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.|

| 2024|0|$416,279|$0|$0|

| 2023|0|$17.9M|$5.7M|$0|

| 2022|0|$16.7M|$1.2M|$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|

| BROADRIDGE MATRIX TRUST COMPANY|Recordkeeper|$34,914|—|$34,914|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BROADRIDGE MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,914

- **Estimated Expense Ratio:** 8.387% 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|$34,914|$8,201|—|—|—|

| 2023|$37,257|$1,220|—|—|—|

| 2022|$89,665|$51,194|—|—|—|

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