Plan Snapshot
- Plan Sponsor: Hoaloha NA Eha. Ltd.
- Sponsor EIN: 990158936
- Sponsor Address: PO BOX 10279, LAHAINA, HI, 967611613
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $12.8M
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 | 173 | $12.8M | $244,159 | $501,068 |
| 2023 | 218 | $11.5M | $235,556 | $484,032 |
| 2022 | 200 | $10.3M | $151,486 | $649,364 |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY | Investment Advisor | $38,438 | — | $38,438 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,438
- Estimated Expense Ratio: 0.300% 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 | $39,193 | $38,438 | $755 | — | — |
| 2023 | $35,691 | $34,621 | $1,070 | — | — |
| 2022 | $53,902 | — | $53,902 | — | — |