Plan Snapshot
- Plan Sponsor: Kuakini Health System
- Sponsor EIN: 990225140
- Sponsor Address: 347 NORTH KUAKINI ST, HONOLULU, HI, 96817
- Plan Type: 401(k)
- Total Participants: 957
- Total Assets: $163.4M
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 | 957 | $163.4M | $2.3M | $4.6M |
| 2023 | 869 | $149.1M | $2.3M | $4.4M |
| 2022 | 871 | $131.6M | $2.2M | $4.1M |
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 |
|---|---|---|---|---|
| KKDLY LLC | Auditor | $19,110 | — | $19,110 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KKDLY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,110
- Estimated Expense Ratio: 0.012% of plan assets
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 | $162,560 | $56,400 | — | $19,110 | — |
| 2023 | $127,085 | $51,700 | — | $18,534 | — |
| 2022 | $159,398 | $21,368 | — | — | $25,550 |