Kokua DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kokua
  • Sponsor EIN: 911792867
  • Sponsor Address: 1226 CARPENTER RD SE STE B1, LACEY, WA, 985032493
  • Plan Type: DC
  • Total Participants: 37
  • Total Assets: $1.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202437$1.6M$0$58,256
202332$1.6M$0$47,951
202249$1.5M$76,169$38,617

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