Plan Snapshot
- Plan Sponsor: Hawaiian Macadamia Nut Orchards, L.P.
- Sponsor EIN: 990248088
- Sponsor Address: 688 KINOOLE STREET, SUITE 207, HILO, HI, 96720
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $5.0M
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 | 158 | $5.0M | $72,670 | $327,698 |
| 2023 | 143 | $4.4M | $59,796 | $247,147 |
| 2022 | 140 | $3.6M | $57,333 | $223,409 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $264,563 | — | $11,331 | — | — |
| 2023 | $91,626 | — | $10,425 | — | — |
| 2022 | $9,233 | $206 | — | — | — |