Plan Snapshot
- Plan Sponsor: K & S Hawaiian Creations Incorporated Dba
- Sponsor EIN: 990225843
- Sponsor Address: 255 SAND ISLAND ACCESS ROAD, HONOLULU, HI, 96819
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 257 | $13.3M | $808,555 | $838,715 |
| 2023 | 227 | $11.0M | $736,463 | $718,374 |
| 2022 | 199 | $8.2M | $528,765 | $574,403 |
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, CPAS | 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 | $5,469 | — | $5,469 | — | — |
| 2023 | $4,179 | — | $4,179 | — | — |
| 2022 | $3,657 | — | $3,657 | — | — |