Plan Snapshot
- Plan Sponsor: Kelena Farms, INC.
- Sponsor EIN: 043643264
- Sponsor Address: P.O. BOX 27, KUNIA, HI, 967590027
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $14.1M
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 | 165 | $14.1M | $321,997 | $580,665 |
| 2023 | 172 | $12.6M | $337,502 | $533,871 |
| 2022 | 172 | $10.7M | $301,855 | $478,008 |
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 |
|---|---|---|---|---|
| MCENERNEY SHIMABUKURO OKAZAKI & FUJ | 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 | $17,687 | — | $1,800 | — | — |
| 2023 | $3,000 | — | $3,000 | — | — |
| 2022 | $2,100 | — | — | — | $2,100 |