# Tradewind Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/island-holdings-inc-401k-plan

> Tradewind Group, INC.'s 401(k) plan: 439 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tradewind Group, INC.

- **Sponsor EIN:** 990291845

- **Sponsor Address:** 201 MERCHANT STREET, HONOLULU, HI, 96813

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

- **Total Participants:** 439

- **Total Assets:** $125.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|439|$125.7M|$2.4M|$4.0M|

| 2023|448|$115.1M|$2.3M|$3.9M|

| 2022|401|$99.9M|$2.5M|$3.4M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$60,908|—|$60,908|

| RAYMOND JAMES|NONE|$48,000|—|$48,000|

| KMH LLP|NONE|$16,806|—|$16,806|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [RAYMOND JAMES](https://planprovider.pro/provider/john-hancock) — NONE

- [KMH LLP](https://planprovider.pro/provider/kmh-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,714

- **Estimated Expense Ratio:** 0.100% 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|$128,218|—|—|—|—|

| 2023|$129,237|—|—|—|—|

| 2022|$126,564|—|—|—|—|

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