Plan Snapshot
- Plan Sponsor: Hawaii Dental Group, INC.
- Sponsor EIN: 990254653
- Sponsor Address: 500 ALA MOANA BLVD., STE. 7-220, HONOLULU, HI, 968134900
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $15.6M
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 | $15.6M | $274,644 | $822,076 |
| 2023 | 189 | $13.4M | $234,668 | $750,020 |
| 2022 | 171 | $12.0M | $223,397 | $794,221 |
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 | $5,802 | — | — | — | — |
| 2023 | $5,184 | — | — | — | — |
| 2022 | $4,415 | — | — | — | $4,415 |