Plan Snapshot
- Plan Sponsor: Hawaiian Gardens Casino
- Sponsor EIN: 330691298
- Sponsor Address: 11871 CARSON STREET, HAWAIIAN GARDENS, CA, 90716
- Plan Type: 401(k)
- Total Participants: 1,838
- Total Assets: $79.6M
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 | 1,838 | $79.6M | $1.4M | $9.4M |
| 2023 | 1,533 | $64.0M | $1.2M | $7.6M |
| 2022 | 1,452 | $51.9M | $962,463 | $6.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $124,785 | — | $124,785 |
| NFP RETIREMENT, INC. | INVESTMENT ADVISOR | $40,000 | — | $40,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $10,689 | — | $10,689 |
| RUBIN BROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- NFP RETIREMENT, INC. — INVESTMENT ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- RUBIN BROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $175,474
- Estimated Expense Ratio: 0.221% 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 | $175,474 | $50,689 | — | — | — |
| 2023 | $118,664 | $17,779 | — | — | — |
| 2022 | $131,601 | $6,177 | — | — | — |