# Hualalai Investors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hualalai-investors-llc-401k-plan

> Hualalai Investors, LLC's 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hualalai Investors, LLC

- **Sponsor EIN:** 593836047

- **Sponsor Address:** 100 KAUPULEHU DRIVE, KAILUA-KONA, HI, 96740

- **Plan Type:** 401(k)

- **Total Participants:** 11

- **Total Assets:** $17.3M

## 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|11|$17.3M|$16,585|$83,465|

| 2023|10|$18.7M|$0|$69,935|

| 2022|10|$17.1M|$0|$52,604|

## 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|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — 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|$15,048|$10,743|—|—|—|

| 2023|$14,199|$8,614|—|—|—|

| 2022|$13,125|$9,327|—|—|—|

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