# Kapua Orchards INC. 401(k) Plan
Source: https://planprovider.pro/companies/kapua-orchards-inc-401k-plan

> Kapua Orchards INC.'s 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kapua Orchards INC.

- **Sponsor EIN:** 522124001

- **Sponsor Address:** 851 FORT STREET MALL, SUITE 200, HONOLULU, HI, 96813

- **Plan Type:** 401(k)

- **Total Participants:** 123

- **Total Assets:** $4.5M

## 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|123|$4.5M|$136,700|$240,804|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$32,202|—|$32,202|

| HICKS PENSION GROUP|CONTRACT ADMIN|$7,519|—|$7,519|

| N&K CPAS, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [N&K CPAS, INC.](https://planprovider.pro/provider/nandk-cpas-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,721

- **Estimated Expense Ratio:** 0.879% of plan assets

### 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|$39,686|$2,570|—|—|—|

## Similar Plans

- [Macfarms, LLC](https://planprovider.pro/companies/macfarms-llc-401k-plan) — 134 participants

- [Hawaiian Macadamia Nut Orchards, L.P.](https://planprovider.pro/companies/hawaiian-macadamia-nut-orchards-l-p-401k-plan) — 158 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kapua-orchards-inc-401k-plan)

© 2026 PlanProvider.Pro