Plan Snapshot
- Plan Sponsor: Hawaiiana Group Incorporated
- Sponsor EIN: 990207892
- Sponsor Address: 711 KAPIOLANI BLVD STE 700, HONOLULU, HI, 96813
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 324
- Total Assets: $25.2M
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. |
|---|---|---|---|---|
| 2025 | 324 | $25.2M | $0 | $0 |
| 2024 | 242 | $23.3M | $350,421 | $1.3M |
| 2023 | 225 | $22.6M | $361,240 | $1.4M |
| 2022 | 224 | $19.9M | $360,160 | $1.4M |
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 | $19,243 | — | $19,243 |
| KMH LLP | Auditor | $13,781 | — | $13,781 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $7,749 | — | $7,749 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,773
- Estimated Expense Ratio: 0.162% 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 |
|---|---|---|---|---|---|
| 2025 | $3,971,015 | $19,243 | $1,200 | $13,781 | — |
| 2024 | $34,590 | $18,631 | — | $13,109 | — |
| 2023 | $33,972 | $17,829 | — | $12,493 | — |
| 2022 | $33,246 | $16,202 | — | — | — |