Plan Snapshot
- Plan Sponsor: Hawaii Planing Mill, Ltd
- Sponsor EIN: 990040180
- Sponsor Address: 16-166 MELEKAHIWA ST, KEAAU, HI, 967498016
- Plan Type: 401(k)
- Total Participants: 581
- Total Assets: $22.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 581 | $22.1M | $0 | $2.4M |
| 2023 | 538 | $17.3M | $0 | $2.2M |
| 2022 | 493 | $14.1M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| PKF, LLP | 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 | $101,966 | $113 | $101,853 | — | — |
| 2023 | $80,305 | $85 | $80,220 | — | — |
| 2022 | $76,317 | $35 | $76,282 | — | — |