Plan Snapshot
- Plan Sponsor: Wholesale Motors, INC.
- Sponsor EIN: 990106809
- Sponsor Address: 600 PU'ULOA ROAD, HONOLULU, HI, 96819
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $13.8M
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 | 207 | $13.8M | $253,365 | $859,093 |
| 2023 | 201 | $16.5M | $246,738 | $756,997 |
| 2022 | 187 | $13.7M | $200,181 | $783,162 |
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 |
|---|---|---|---|---|
| BAKER TILLY, US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, US 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 | $104,638 | $86,341 | $18,297 | — | — |
| 2023 | $98,064 | $82,450 | $15,614 | — | — |
| 2022 | $79,161 | $62,395 | $16,766 | — | — |