Plan Snapshot
- Plan Sponsor: Hawktree International, INC.
- Sponsor EIN: 990090520
- Sponsor Address: 3179 KOAPAKA STREET, HONOLULU, HI, 968191927
- Plan Type: 401(k)
- Total Participants: 305
- Total Assets: $16.4M
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 | 305 | $16.4M | $279,015 | $940,401 |
| 2023 | 321 | $13.9M | $223,732 | $835,181 |
| 2022 | 278 | $10.0M | $230,917 | $626,406 |
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 |
|---|---|---|---|---|
| N&K CPAS, INC. | Auditor | $15,707 | — | $15,707 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- N&K CPAS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,707
- Estimated Expense Ratio: 0.096% 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 | $120,834 | $25,666 | $11,654 | $15,707 | — |
| 2023 | $108,354 | $15,361 | $7,660 | $33,508 | — |
| 2022 | $84,580 | $9,727 | $73,558 | — | — |