Plan Snapshot
- Plan Sponsor: Kohanaiki Service Company LLC
- Sponsor EIN: 320355845
- Sponsor Address: P O BOX 9015, KAILUA KONA, HI, 96745
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $4.8M
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 | 194 | $4.8M | $368,056 | $775,287 |
| 2023 | 172 | $3.6M | $344,972 | $727,248 |
| 2022 | 155 | $2.8M | $286,054 | $612,666 |
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 |
|---|---|---|---|---|
| MC GROUP HAWAII INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MC GROUP HAWAII INC — 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 | $16,404 | — | — | — | — |
| 2023 | $10,681 | — | — | — | — |
| 2022 | $10,461 | — | — | — | — |