# Hawaii Emergency Physicians Associated, INC. DC Plan
Source: https://planprovider.pro/companies/hawaii-emergency-physicians-associated-inc-plan

> Hawaii Emergency Physicians Associated, INC.&#39;s DC plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hawaii Emergency Physicians Associated, INC.

- **Sponsor EIN:** 990175536

- **Sponsor Address:** 407 ULUNIU STREET, KAILUA, HI, 96734

- **Plan Type:** DC

- **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|

| NEWPORT GROUP CONSULTING|ADVISOR|$37,882|—|$37,882|

| NEWPORT GROUP, INC.|RECORDKEEPER|$10,865|—|$10,865|

| TURNER, STONE & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEWPORT GROUP CONSULTING](https://planprovider.pro/provider/ktrade) — ADVISOR

- [TURNER, STONE & COMPANY, LLP](https://planprovider.pro/provider/turner-stone-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,747

- **Estimated Expense Ratio:** 0.076% 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|$48,747|$37,882|$9,470|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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