Plan Snapshot
- Plan Sponsor: Jas. W. Glover Holding Company, Ltd.
- Sponsor EIN: 990064027
- Sponsor Address: P.O. BOX 579, HONOLULU, HI, 968090579
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $37.3M
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 | 154 | $37.3M | $2.1M | $809,531 |
| 2023 | 158 | $31.6M | $1.9M | $771,982 |
| 2022 | 151 | $24.8M | $1.5M | $761,842 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $33,428 | — | $33,428 |
| KKDLY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KKDLY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,428
- Estimated Expense Ratio: 0.090% 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 | $30,381 | — | — | — | — |
| 2023 | $27,165 | — | — | — | — |
| 2022 | $27,525 | — | $27,525 | — | — |