Plan Snapshot
- Plan Sponsor: Hawaii Emergency Physicians Associated, INC.
- Sponsor EIN: 990175536
- Sponsor Address: 407 ULUNIU STREET, KAILUA, HI, 96734
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $63.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 92 | $63.9M | $4.3M | $508,813 |
| 2023 | 125 | $54.0M | $3.7M | $807,031 |
| 2022 | 117 | $48.4M | $3.7M | $390,832 |
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 |
|---|---|---|---|---|
| TURNER, STONE & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TURNER, STONE & COMPANY, LLP — Auditor
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 | $48,747 | $37,882 | $9,470 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |