Plan Snapshot
- Plan Sponsor: Kalihi-Palama Health Center
- Sponsor EIN: 990161221
- Sponsor Address: 952 N KING ST, HONOLULU, HI, 968174556
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $12.9M
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 | 215 | $12.9M | $460,498 | $1.0M |
| 2023 | 195 | $10.7M | $430,101 | $898,257 |
| 2022 | 199 | $8.6M | $413,627 | $869,049 |
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 | $33,984 | — | $4,350 | — | — |
| 2023 | $35,956 | — | $7,050 | — | — |
| 2022 | $33,306 | — | — | — | $33,306 |