Plan Snapshot
- Plan Sponsor: Hawaii Care & Cleaning
- Sponsor EIN: 990222941
- Sponsor Address: 4374 KUKUI GROVE STREET, #101, LIHUE, HI, 96766
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 201 | $1.8M | $9,610 | $58,331 |
| 2023 | 191 | $1.6M | $27,839 | $61,915 |
| 2022 | 209 | $1.4M | $9,242 | $56,038 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER PROVIDER | $15,541 | — | $15,541 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,541
- Estimated Expense Ratio: 0.886% 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 | $15,166 | $14,247 | $919 | — | — |
| 2023 | $14,072 | $12,742 | $1,330 | — | — |
| 2022 | $14,254 | $11,183 | $3,071 | — | — |