Plan Snapshot
- Plan Sponsor: Kmh LLP
- Sponsor EIN: 421539623
- Sponsor Address: 1003 BISHOP STREET, SUITE 2400, HONOLULU, HI, 968136469
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $22.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 75 | $22.0M | $298,430 | $719,832 |
| 2023 | 72 | $19.3M | $307,847 | $682,657 |
| 2022 | 74 | $16.1M | $301,877 | $642,800 |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY, 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 | $46,256 | $10,000 | $36,256 | — | — |
| 2023 | $41,286 | $10,000 | $31,286 | — | — |
| 2022 | $41,372 | — | $41,372 | — | — |