Plan Snapshot
- Plan Sponsor: Hawaii Community Foundation
- Sponsor EIN: 990261283
- Sponsor Address: 827 FORT STREET MALL, HONOLULU, HI, 96813
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $14.3M
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 | 87 | $14.3M | $688,027 | $645,319 |
| 2023 | 86 | $12.2M | $593,914 | $609,107 |
| 2022 | 72 | $9.9M | $645,968 | $525,209 |
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 |
|---|---|---|---|---|
| CW ASSOCIATES, CPAS | Auditor | — | — | $0 |
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 | $58,305 | $30,489 | $27,816 | — | — |
| 2023 | $46,943 | $30,757 | $16,186 | — | — |
| 2022 | $49,840 | — | $49,840 | — | — |