Plan Snapshot
- Plan Sponsor: Kona Brewery LLC
- Sponsor EIN: 270051257
- Sponsor Address: HUMAN RESOURCES DEPT, KAILUA KONA, HI, 96740
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 207 | $3.4M | $231,453 | $394,813 |
| 2023 | 205 | $2.6M | $215,215 | $368,262 |
| 2022 | 163 | $1.8M | $130,997 | $348,910 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $40,717 | $18,770 | $21,947 | — | — |
| 2023 | $34,503 | $19,597 | $14,906 | — | — |
| 2022 | $26,461 | $8,285 | $17,347 | — | $829 |