Plan Snapshot
- Plan Sponsor: Ike Group INC.
- Sponsor EIN: 990163844
- Sponsor Address: 711 KAPIOLANI BLVD STE 500, HONOLULU, HI, 96813
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $44.1M
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. |
|---|---|---|---|---|
| 2024 | 78 | $44.1M | $114,237 | $1.2M |
| 2023 | 131 | $49.6M | $182,124 | $1.4M |
| 2022 | 142 | $44.1M | $246,578 | $1.8M |
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 |
|---|---|---|---|---|
| CW ASSOCIATES | Auditor | — | — | $0 |
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 | $18,159 | $4,000 | — | — | — |
| 2023 | $23,776 | — | $8,544 | $7,644 | — |
| 2022 | $13,493 | — | $13,493 | — | — |