Plan Snapshot
- Plan Sponsor: Hawaii Dental Service
- Sponsor EIN: 990107971
- Sponsor Address: 900 FORT STREET MALL, SUITE 1900, HONOLULU, HI, 968133705
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $21.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 133 | $21.9M | $290,912 | $1.1M |
| 2023 | 127 | $20.9M | $265,488 | $1.0M |
| 2022 | 118 | $18.0M | $256,648 | $921,939 |
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 O | RECORDKEEPER | $14,158 | — | $14,158 |
| ACCUITY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ACCUITY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,158
- Estimated Expense Ratio: 0.065% 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 | $14,158 | — | — | — | — |
| 2023 | $12,463 | $61 | — | — | — |
| 2022 | $12,794 | $28 | $12,766 | — | — |