Plan Snapshot
- Plan Sponsor: Hawaiian Host LLC
- Sponsor EIN: 990113479
- Sponsor Address: 851 FORT STREET MALL, SUITE 200, HONOLULU, HI, 96813
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $16.1M
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 | 221 | $16.1M | $480,712 | $1.1M |
| 2023 | 255 | $13.7M | $445,091 | $959,452 |
| 2022 | 213 | $11.2M | $356,164 | $768,309 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $10,142 | — | $10,142 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,142
- Estimated Expense Ratio: 0.063% 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 | $12,573 | $10,142 | — | — | — |
| 2023 | $10,925 | $8,450 | — | — | — |
| 2022 | $9,358 | $6,495 | — | — | — |