Plan Snapshot
- Plan Sponsor: Kalama Beach Corporation
- Sponsor EIN: 990140660
- Sponsor Address: 3536 HARDING AVENUE, SUITE 100, HONOLULU, HI, 96816
- Plan Type: 401(k)
- Total Participants: 333
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 333 | $4.7M | $185,878 | $556,830 |
| 2023 | 339 | $4.0M | $164,945 | $483,704 |
| 2022 | 374 | $3.8M | $129,375 | $469,696 |
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 |
|---|---|---|---|---|
| KMH, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KMH, 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 | $13,997 | — | — | — | — |
| 2023 | $13,191 | — | — | — | — |
| 2022 | $16,824 | — | — | — | — |