Plan Snapshot
- Plan Sponsor: Ka Po'E Hana LLC
- Sponsor EIN: 311674666
- Sponsor Address: 1717 RHODE ISLAND AVE. NW, WASHINGTON, DC, 20036
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $32.8M
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 | 161 | $32.8M | $772,674 | $1.7M |
| 2023 | 156 | $29.2M | $686,476 | $1.5M |
| 2022 | 169 | $25.7M | $572,103 | $1.4M |
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 |
|---|---|---|---|---|
| MATTHEWS, CARTER & BOYCE, PC | 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 | $65,035 | $45,562 | — | — | — |
| 2023 | $56,207 | $40,740 | $300 | — | — |
| 2022 | $58,766 | — | — | — | — |