Plan Snapshot
- Plan Sponsor: Kokua Kalihi Valley Comprehensive Family Services
- Sponsor EIN: 990149797
- Sponsor Address: 2239 N SCHOOL ST., HONOLULU, HI, 96819
- Plan Type: 403(b)
- Total Participants: 283
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 283 | $19.1M | $944,556 | $717,317 |
| 2023 | 281 | $17.1M | $813,973 | $671,994 |
| 2022 | 302 | $14.0M | $765,566 | $560,116 |
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 | $38,801 | $35,117 | $3,684 | — | — |
| 2023 | $31,301 | $27,762 | $3,539 | — | — |
| 2022 | $27,620 | $23,371 | $4,249 | — | — |